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
976
$422K ﹤0.01%
6,851
-75
977
$418K ﹤0.01%
18,736
-3,552
978
$417K ﹤0.01%
+4,573
979
$415K ﹤0.01%
7,671
-7,292
980
$414K ﹤0.01%
2,453
-3,493
981
$412K ﹤0.01%
32,121
+1,707
982
$412K ﹤0.01%
3,601
-1,256
983
$410K ﹤0.01%
6,135
-908
984
$409K ﹤0.01%
15,567
-769
985
$409K ﹤0.01%
20,009
-5,955
986
$406K ﹤0.01%
3,691
-52
987
$406K ﹤0.01%
18,065
-404
988
$406K ﹤0.01%
9,271
-601
989
$405K ﹤0.01%
119,323
+20,907
990
$405K ﹤0.01%
5,805
-35,175
991
$404K ﹤0.01%
35,044
+1,187
992
$403K ﹤0.01%
12,645
+2,966
993
$403K ﹤0.01%
15,586
+674
994
$402K ﹤0.01%
371
-272
995
$402K ﹤0.01%
3,463
+629
996
$401K ﹤0.01%
8,867
+441
997
$401K ﹤0.01%
11,889
+40
998
$400K ﹤0.01%
26,300
999
$400K ﹤0.01%
382
-4
1000
$398K ﹤0.01%
6,860
-478
38 39
40
41 42