UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$25M
3
+$24.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.7M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$24.7M

Top Sells

1
+$36.2M
2
+$33.8M
3
+$31.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$20.9M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$20.8M

Sector Composition

1 Energy 6.89%
2 Technology 6.82%
3 Financials 6.25%
4 Healthcare 6.11%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$236K ﹤0.01%
+11,718
977
$235K ﹤0.01%
+8,006
978
$234K ﹤0.01%
+6,949
979
$234K ﹤0.01%
+10,695
980
$234K ﹤0.01%
+7,900
981
$233K ﹤0.01%
+4,393
982
$232K ﹤0.01%
+5,604
983
$232K ﹤0.01%
12,938
-2,057
984
$231K ﹤0.01%
+17,610
985
$230K ﹤0.01%
+7,698
986
$227K ﹤0.01%
+2,406
987
$226K ﹤0.01%
20,210
988
$226K ﹤0.01%
+4,319
989
$226K ﹤0.01%
+9,603
990
$225K ﹤0.01%
+11,906
991
$224K ﹤0.01%
+5,078
992
$223K ﹤0.01%
7,525
-16,870
993
$223K ﹤0.01%
+2,883
994
$223K ﹤0.01%
+6,050
995
$223K ﹤0.01%
+4,251
996
$223K ﹤0.01%
13,912
997
$223K ﹤0.01%
+7,339
998
$223K ﹤0.01%
+4,167
999
$221K ﹤0.01%
+19,680
1000
$221K ﹤0.01%
+16,829
38 39
40
41 42