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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$266K ﹤0.01%
2,618
+223
977
$264K ﹤0.01%
2,410
-280
978
$263K ﹤0.01%
+3,295
979
$263K ﹤0.01%
6,541
-365
980
$263K ﹤0.01%
1,437
+26
981
$259K ﹤0.01%
9,243
+530
982
$258K ﹤0.01%
5,364
-67
983
$257K ﹤0.01%
39,859
-2,580
984
$257K ﹤0.01%
19,398
+607
985
$256K ﹤0.01%
+11,533
986
$253K ﹤0.01%
4,708
+65
987
$252K ﹤0.01%
3,735
+223
988
$252K ﹤0.01%
6,704
-78
989
$252K ﹤0.01%
2,165
-654
990
$250K ﹤0.01%
7,227
-1,904
991
$249K ﹤0.01%
37,593
-5,520
992
$248K ﹤0.01%
1,594
+135
993
$247K ﹤0.01%
3,301
+371
994
$246K ﹤0.01%
5,334
+133
995
$245K ﹤0.01%
+4,778
996
$245K ﹤0.01%
876
+5
997
$242K ﹤0.01%
2,594
-60
998
$241K ﹤0.01%
7,661
999
$240K ﹤0.01%
13,268
-5,666
1000
$239K ﹤0.01%
3,068
-119
38 39
40
41 42