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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$508K ﹤0.01%
6,133
+2,759
952
$508K ﹤0.01%
5,315
-1,275
953
$508K ﹤0.01%
7,017
+1,063
954
$506K ﹤0.01%
+19,046
955
$505K ﹤0.01%
22,360
+3,772
956
$503K ﹤0.01%
4,710
+483
957
$503K ﹤0.01%
3,622
+1,262
958
$495K ﹤0.01%
21,625
959
$494K ﹤0.01%
43,372
+2,176
960
$493K ﹤0.01%
17,843
-3,230
961
$493K ﹤0.01%
19,226
+2,313
962
$492K ﹤0.01%
9,175
-1,572
963
$489K ﹤0.01%
16,846
-18,356
964
$487K ﹤0.01%
+30,566
965
$485K ﹤0.01%
16,743
-1,066
966
$483K ﹤0.01%
8,669
-54,787
967
$483K ﹤0.01%
32,214
968
$482K ﹤0.01%
7,465
+448
969
$482K ﹤0.01%
+25,312
970
$481K ﹤0.01%
7,969
+694
971
$478K ﹤0.01%
6,265
+40
972
$478K ﹤0.01%
+18,640
973
$478K ﹤0.01%
+26,699
974
$478K ﹤0.01%
2,522
+17
975
$477K ﹤0.01%
9,853
+794
37 38
39
40 41