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
$12.1B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$53.3M
3
+$50M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$38.7M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$30.8M

Top Sells

1
+$163M
2
+$69M
3
+$58.7M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$32.4M
5
OEF icon
iShares S&P 100 ETF
OEF
+$31M

Sector Composition

1 Technology 12.32%
2 Financials 6.38%
3 Healthcare 5.49%
4 Industrials 4.45%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$225K ﹤0.01%
+3,785
977
$225K ﹤0.01%
2,192
-457
978
$224K ﹤0.01%
20,336
+134
979
$223K ﹤0.01%
+1,695
980
$223K ﹤0.01%
4,883
+186
981
$222K ﹤0.01%
+4,411
982
$221K ﹤0.01%
13,319
-2,782
983
$221K ﹤0.01%
+1,117
984
$220K ﹤0.01%
+9,990
985
$220K ﹤0.01%
2,782
-659
986
$219K ﹤0.01%
4,005
-108
987
$218K ﹤0.01%
4,499
988
$217K ﹤0.01%
2,185
-898
989
$217K ﹤0.01%
3,587
-825
990
$215K ﹤0.01%
1,595
-109
991
$214K ﹤0.01%
+7,453
992
$214K ﹤0.01%
+2,366
993
$214K ﹤0.01%
+5,977
994
$214K ﹤0.01%
11,088
-2,277
995
$214K ﹤0.01%
+3,632
996
$213K ﹤0.01%
2,719
-238
997
$213K ﹤0.01%
+2,137
998
$213K ﹤0.01%
2,477
-280
999
$212K ﹤0.01%
+614
1000
$210K ﹤0.01%
8,483
-229
38 39
40
41 42