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
1026
$219K ﹤0.01%
+1,460
1027
$219K ﹤0.01%
3,362
+163
1028
$219K ﹤0.01%
6,438
1029
$218K ﹤0.01%
2,808
1030
$217K ﹤0.01%
1,877
+202
1031
$217K ﹤0.01%
31,003
-247
1032
$216K ﹤0.01%
+2,778
1033
$216K ﹤0.01%
14,071
+26
1034
$216K ﹤0.01%
+4,499
1035
$215K ﹤0.01%
28,023
+62
1036
$214K ﹤0.01%
+4,369
1037
$214K ﹤0.01%
3,524
-257
1038
$214K ﹤0.01%
4,838
+6
1039
$213K ﹤0.01%
1,601
+156
1040
$212K ﹤0.01%
+3,136
1041
$212K ﹤0.01%
7,190
-123
1042
$211K ﹤0.01%
30,004
1043
$211K ﹤0.01%
4,520
+828
1044
$211K ﹤0.01%
1,693
1045
$209K ﹤0.01%
5,454
+45
1046
$209K ﹤0.01%
+6,619
1047
$209K ﹤0.01%
4,613
+11
1048
$209K ﹤0.01%
5,907
1049
$208K ﹤0.01%
5,820
-54,345
1050
$207K ﹤0.01%
7,166
-358
40 41
42
43 44