UCFA

United Capital Financial Advisors Portfolio holdings

AUM $13.9B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$603K ﹤0.01%
12,306
+351
902
$595K ﹤0.01%
8,380
-55
903
$593K ﹤0.01%
+10,563
904
$592K ﹤0.01%
4,407
-569
905
$587K ﹤0.01%
15,623
+2,206
906
$584K ﹤0.01%
28,723
+2,812
907
$583K ﹤0.01%
5,028
-469
908
$580K ﹤0.01%
12,221
+1,092
909
$577K ﹤0.01%
20,128
-962
910
$576K ﹤0.01%
14,163
+62
911
$575K ﹤0.01%
47,301
-2,759
912
$574K ﹤0.01%
1,957
-844
913
$573K ﹤0.01%
5,454
+552
914
$571K ﹤0.01%
2,220
-308
915
$567K ﹤0.01%
38,997
+6,194
916
$566K ﹤0.01%
61,680
-560
917
$564K ﹤0.01%
21,625
918
$562K ﹤0.01%
16,404
-114
919
$562K ﹤0.01%
13,205
+1,279
920
$562K ﹤0.01%
29,313
-11,551
921
$559K ﹤0.01%
15,369
+1,654
922
$555K ﹤0.01%
11,377
-177
923
$553K ﹤0.01%
3,327
-630
924
$547K ﹤0.01%
72,935
+21,964
925
$544K ﹤0.01%
13,404
-572
35 36
37
38 39