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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$423K ﹤0.01%
+8,489
952
$422K ﹤0.01%
16,452
+1,781
953
$420K ﹤0.01%
38,138
+14,371
954
$420K ﹤0.01%
3,397
-290
955
$418K ﹤0.01%
22,083
+7,849
956
$416K ﹤0.01%
54,300
+20,060
957
$415K ﹤0.01%
3,997
+1,259
958
$414K ﹤0.01%
12,758
-10,803
959
$413K ﹤0.01%
4,057
+45
960
$413K ﹤0.01%
9,576
+65
961
$411K ﹤0.01%
12,784
-744
962
$410K ﹤0.01%
7,701
-895
963
$404K ﹤0.01%
9,548
+2,298
964
$402K ﹤0.01%
6,641
-307
965
$397K ﹤0.01%
2,864
-965
966
$397K ﹤0.01%
7,170
+310
967
$394K ﹤0.01%
8,225
-5,428
968
$393K ﹤0.01%
6,107
+2,227
969
$391K ﹤0.01%
2,693
-518
970
$391K ﹤0.01%
24,348
+8,676
971
$386K ﹤0.01%
13,064
972
$386K ﹤0.01%
6,725
+1,125
973
$386K ﹤0.01%
8,534
+478
974
$385K ﹤0.01%
11,029
+1,355
975
$383K ﹤0.01%
25,392
-44,068
37 38
39
40 41