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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$405K ﹤0.01%
+8,796
927
$403K ﹤0.01%
9,520
-593,580
928
$403K ﹤0.01%
8,401
+1,146
929
$400K ﹤0.01%
9,023
+606
930
$399K ﹤0.01%
1,969
+307
931
$399K ﹤0.01%
16,786
-110,643
932
$394K ﹤0.01%
10,818
-143
933
$392K ﹤0.01%
17,008
+528
934
$391K ﹤0.01%
+12,480
935
$391K ﹤0.01%
19,970
936
$388K ﹤0.01%
6,257
-309
937
$387K ﹤0.01%
7,919
+213
938
$382K ﹤0.01%
14,455
+4,447
939
$381K ﹤0.01%
3,730
+286
940
$373K ﹤0.01%
13,416
-28,130
941
$372K ﹤0.01%
31,260
+7,527
942
$368K ﹤0.01%
10,195
+1,019
943
$362K ﹤0.01%
10,540
-14,630
944
$360K ﹤0.01%
5,746
-2,458
945
$360K ﹤0.01%
11,302
-631
946
$359K ﹤0.01%
13,911
947
$358K ﹤0.01%
3,570
-2,856
948
$357K ﹤0.01%
8,422
-53
949
$354K ﹤0.01%
+5,188
950
$353K ﹤0.01%
24,000
36 37
38
39 40