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
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$24.8M
3
+$24.3M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$23.9M

Top Sells

1
+$35.9M
2
+$32.3M
3
+$31.8M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$20.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.2M

Sector Composition

1 Energy 6.89%
2 Technology 6.83%
3 Financials 6.27%
4 Healthcare 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$238K ﹤0.01%
+3,963
977
$236K ﹤0.01%
+11,718
978
$235K ﹤0.01%
+8,006
979
$234K ﹤0.01%
+6,949
980
$234K ﹤0.01%
+10,695
981
$234K ﹤0.01%
+7,900
982
$233K ﹤0.01%
+4,393
983
$232K ﹤0.01%
+5,604
984
$232K ﹤0.01%
12,938
-2,057
985
$231K ﹤0.01%
+17,610
986
$230K ﹤0.01%
+7,698
987
$227K ﹤0.01%
+2,406
988
$226K ﹤0.01%
20,210
989
$226K ﹤0.01%
+4,319
990
$226K ﹤0.01%
+9,603
991
$225K ﹤0.01%
+11,906
992
$224K ﹤0.01%
+5,078
993
$223K ﹤0.01%
7,525
-16,870
994
$223K ﹤0.01%
+2,883
995
$223K ﹤0.01%
+6,050
996
$223K ﹤0.01%
+4,251
997
$223K ﹤0.01%
13,912
998
$223K ﹤0.01%
+7,339
999
$223K ﹤0.01%
+4,167
1000
$221K ﹤0.01%
+19,680
38 39
40
41 42