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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$260K ﹤0.01%
19,970
1077
$259K ﹤0.01%
7,399
+156
1078
$259K ﹤0.01%
+216
1079
$258K ﹤0.01%
+3,037
1080
$258K ﹤0.01%
5,059
1081
$257K ﹤0.01%
68,496
1082
$254K ﹤0.01%
+12,703
1083
$253K ﹤0.01%
9,375
1084
$253K ﹤0.01%
+4,445
1085
$252K ﹤0.01%
+7,411
1086
$252K ﹤0.01%
5,049
+112
1087
$252K ﹤0.01%
5,656
-4,880
1088
$251K ﹤0.01%
+27,924
1089
$250K ﹤0.01%
5,000
1090
$248K ﹤0.01%
9,179
+448
1091
$248K ﹤0.01%
1,169
+14
1092
$247K ﹤0.01%
4,575
+126
1093
$247K ﹤0.01%
9,132
+1
1094
$246K ﹤0.01%
2,998
-128
1095
$246K ﹤0.01%
4,476
+94
1096
$244K ﹤0.01%
7,167
-298
1097
$243K ﹤0.01%
2,094
-55
1098
$243K ﹤0.01%
6,404
-274
1099
$242K ﹤0.01%
+4,027
1100
$242K ﹤0.01%
7,320
-6,953
42 43
44
45 46