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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$374K ﹤0.01%
3,527
-203
977
$372K ﹤0.01%
8,657
+2,398
978
$371K ﹤0.01%
8,060
-362
979
$370K ﹤0.01%
36,092
980
$369K ﹤0.01%
3,924
-438
981
$369K ﹤0.01%
13,173
-243
982
$367K ﹤0.01%
15,945
+3,075
983
$366K ﹤0.01%
7,100
-1,696
984
$365K ﹤0.01%
12,153
-327
985
$364K ﹤0.01%
72,826
+380
986
$364K ﹤0.01%
3,877
-1,930
987
$363K ﹤0.01%
6,477
+444
988
$363K ﹤0.01%
36,285
-12,939
989
$360K ﹤0.01%
5,712
+320
990
$360K ﹤0.01%
40,051
+8,791
991
$359K ﹤0.01%
8,972
+4,442
992
$358K ﹤0.01%
+3,804
993
$357K ﹤0.01%
+1,940
994
$355K ﹤0.01%
35,538
-20,964
995
$353K ﹤0.01%
2,718
-22
996
$351K ﹤0.01%
14,057
-345
997
$346K ﹤0.01%
13,572
-40
998
$338K ﹤0.01%
8,448
+16
999
$338K ﹤0.01%
8,906
-2,527
1000
$338K ﹤0.01%
6,629
-27,253
38 39
40
41 42