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
1051
$207K ﹤0.01%
+4,325
1052
$207K ﹤0.01%
5,285
+35
1053
$206K ﹤0.01%
557
1054
$206K ﹤0.01%
7,294
-983
1055
$205K ﹤0.01%
5,872
+660
1056
$205K ﹤0.01%
6,708
+612
1057
$204K ﹤0.01%
+5,939
1058
$202K ﹤0.01%
4,422
+13
1059
$200K ﹤0.01%
5,848
-190
1060
$200K ﹤0.01%
4,073
1061
$195K ﹤0.01%
15,389
+563
1062
$193K ﹤0.01%
61,791
+5,469
1063
$188K ﹤0.01%
47,025
1064
$185K ﹤0.01%
+11,901
1065
$182K ﹤0.01%
14,787
-14,160
1066
$181K ﹤0.01%
20,549
-935
1067
$181K ﹤0.01%
20,942
+4,052
1068
$181K ﹤0.01%
11,909
+153
1069
$174K ﹤0.01%
16,165
1070
$173K ﹤0.01%
13,185
+2,100
1071
$170K ﹤0.01%
17,354
-3,526
1072
$167K ﹤0.01%
15,643
1073
$164K ﹤0.01%
+5,022
1074
$161K ﹤0.01%
13,822
+485
1075
$151K ﹤0.01%
38,871
41 42
43
44 45