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
951
$353K ﹤0.01%
9,190
+377
952
$351K ﹤0.01%
13,879
-33,512
953
$350K ﹤0.01%
30,044
+1,265
954
$350K ﹤0.01%
1,750
-298
955
$350K ﹤0.01%
5,681
+975
956
$349K ﹤0.01%
14,158
-19,791
957
$349K ﹤0.01%
5,323
-851
958
$348K ﹤0.01%
4,321
+29
959
$348K ﹤0.01%
6,086
-300
960
$348K ﹤0.01%
13,612
-3,272
961
$347K ﹤0.01%
6,253
-12,208
962
$346K ﹤0.01%
19,504
+1,968
963
$346K ﹤0.01%
4,144
+166
964
$346K ﹤0.01%
36,092
965
$344K ﹤0.01%
10,939
-60
966
$344K ﹤0.01%
+11,987
967
$342K ﹤0.01%
5,734
-7,134
968
$338K ﹤0.01%
2,740
-14
969
$336K ﹤0.01%
16,039
970
$336K ﹤0.01%
7,352
-12,398
971
$335K ﹤0.01%
11,985
-606
972
$335K ﹤0.01%
4,634
973
$332K ﹤0.01%
3,181
+337
974
$332K ﹤0.01%
+15,863
975
$331K ﹤0.01%
11,534
-393
37 38
39
40 41