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
1001
$239K ﹤0.01%
+5,992
1002
$239K ﹤0.01%
1,370
+20
1003
$238K ﹤0.01%
6,824
+547
1004
$238K ﹤0.01%
2,399
+200
1005
$238K ﹤0.01%
2,970
1006
$237K ﹤0.01%
+4,006
1007
$236K ﹤0.01%
18,687
-1,000
1008
$235K ﹤0.01%
6,981
+806
1009
$234K ﹤0.01%
2,716
+353
1010
$234K ﹤0.01%
3,448
-1,082
1011
$232K ﹤0.01%
10,406
-8,786
1012
$231K ﹤0.01%
3,400
1013
$229K ﹤0.01%
+8,702
1014
$228K ﹤0.01%
1,047
-1,624
1015
$228K ﹤0.01%
3,381
+18
1016
$228K ﹤0.01%
3,646
-77
1017
$227K ﹤0.01%
+3,805
1018
$227K ﹤0.01%
7,588
+939
1019
$227K ﹤0.01%
+5,222
1020
$226K ﹤0.01%
6,506
+11
1021
$226K ﹤0.01%
+4,195
1022
$224K ﹤0.01%
5,400
1023
$222K ﹤0.01%
3,875
-315
1024
$221K ﹤0.01%
12,775
-7,096
1025
$220K ﹤0.01%
3,427
+19
39 40
41
42 43