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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$228K ﹤0.01%
5,000
1077
$226K ﹤0.01%
9,828
-345
1078
$225K ﹤0.01%
2,166
+315
1079
$225K ﹤0.01%
+4,449
1080
$225K ﹤0.01%
20,969
1081
$224K ﹤0.01%
+7,958
1082
$224K ﹤0.01%
8,576
+1,000
1083
$223K ﹤0.01%
+7,722
1084
$223K ﹤0.01%
2,712
-599
1085
$223K ﹤0.01%
5,029
+86
1086
$222K ﹤0.01%
7,525
1087
$221K ﹤0.01%
4,448
+26
1088
$221K ﹤0.01%
+2,928
1089
$221K ﹤0.01%
10,716
-5,767
1090
$221K ﹤0.01%
+3,144
1091
$221K ﹤0.01%
8,731
-169
1092
$220K ﹤0.01%
4,946
-111
1093
$219K ﹤0.01%
6,050
-19,356
1094
$217K ﹤0.01%
9,780
1095
$215K ﹤0.01%
+1,734
1096
$213K ﹤0.01%
+3,731
1097
$212K ﹤0.01%
+4,883
1098
$212K ﹤0.01%
3,287
+5
1099
$211K ﹤0.01%
+2,192
1100
$209K ﹤0.01%
7,580
-514
42 43
44
45 46