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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$376K ﹤0.01%
4,083
-11,043
977
$375K ﹤0.01%
3,625
-26,342
978
$375K ﹤0.01%
11,447
+1,292
979
$373K ﹤0.01%
18,588
980
$371K ﹤0.01%
3,303
+1,271
981
$371K ﹤0.01%
10,015
+3,677
982
$370K ﹤0.01%
+12,920
983
$369K ﹤0.01%
+2,764
984
$369K ﹤0.01%
6,378
+846
985
$368K ﹤0.01%
20,489
-16,273
986
$366K ﹤0.01%
8,326
-218
987
$364K ﹤0.01%
13,300
-4,722
988
$364K ﹤0.01%
10,754
+4,057
989
$361K ﹤0.01%
6,835
-16,803
990
$360K ﹤0.01%
7,290
-470
991
$359K ﹤0.01%
21,227
+7,220
992
$358K ﹤0.01%
7,755
+1,016
993
$357K ﹤0.01%
11,607
+1,605
994
$357K ﹤0.01%
1,253
+158
995
$356K ﹤0.01%
7,294
+2,658
996
$355K ﹤0.01%
39,146
+15,607
997
$354K ﹤0.01%
8,469
+31
998
$354K ﹤0.01%
7,700
+200
999
$354K ﹤0.01%
13,146
-14,849
1000
$353K ﹤0.01%
363
-30
38 39
40
41 42