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
951
$490K ﹤0.01%
11,155
-503
952
$487K ﹤0.01%
+17,745
953
$487K ﹤0.01%
+16,879
954
$481K ﹤0.01%
4,774
+192
955
$476K ﹤0.01%
61,281
+12,740
956
$467K ﹤0.01%
21,144
+588
957
$466K ﹤0.01%
35,580
-2,314
958
$462K ﹤0.01%
16,180
+1,005
959
$462K ﹤0.01%
16,585
-465
960
$459K ﹤0.01%
32,314
961
$456K ﹤0.01%
6,117
-96
962
$447K ﹤0.01%
+16,321
963
$444K ﹤0.01%
7,650
-100
964
$443K ﹤0.01%
4,758
+1,426
965
$439K ﹤0.01%
14,998
+1,234
966
$436K ﹤0.01%
15,094
-1,167,063
967
$431K ﹤0.01%
15,144
-1,386
968
$431K ﹤0.01%
19,793
-780
969
$429K ﹤0.01%
128,813
-6,744
970
$428K ﹤0.01%
2,160
+180
971
$425K ﹤0.01%
6,660
-1,058
972
$425K ﹤0.01%
8,502
-1,546
973
$425K ﹤0.01%
7,501
+26
974
$423K ﹤0.01%
12,194
+3,733
975
$423K ﹤0.01%
+15,385
37 38
39
40 41