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
926
$543K ﹤0.01%
1,982
-124
927
$543K ﹤0.01%
4,092
-1,681
928
$542K ﹤0.01%
21,300
929
$541K ﹤0.01%
20,004
+5,805
930
$540K ﹤0.01%
14,303
-2,886
931
$534K ﹤0.01%
8,093
+189
932
$534K ﹤0.01%
26,450
-1,500
933
$523K ﹤0.01%
3,072
+78
934
$518K ﹤0.01%
3,254
-541
935
$513K ﹤0.01%
3,108
+117
936
$511K ﹤0.01%
3,624
+253
937
$510K ﹤0.01%
24,697
+1,108
938
$508K ﹤0.01%
8,917
+576
939
$508K ﹤0.01%
22,844
+5,164
940
$505K ﹤0.01%
9,507
-5,663
941
$505K ﹤0.01%
28,876
-91,987
942
$503K ﹤0.01%
8,273
-647
943
$503K ﹤0.01%
4,679
-647
944
$502K ﹤0.01%
22,094
-1,783
945
$498K ﹤0.01%
8,138
+17
946
$496K ﹤0.01%
5,585
-1,300
947
$495K ﹤0.01%
5,066
+760
948
$494K ﹤0.01%
15,000
949
$493K ﹤0.01%
7,483
-978
950
$491K ﹤0.01%
14,316
+3,877
36 37
38
39 40