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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$301K ﹤0.01%
6,493
-108
1077
$301K ﹤0.01%
13,897
+3,940
1078
$300K ﹤0.01%
4,761
-1,150
1079
$300K ﹤0.01%
4,642
-48
1080
$298K ﹤0.01%
4,086
+36
1081
$297K ﹤0.01%
6,438
1082
$296K ﹤0.01%
6,268
-1,245
1083
$295K ﹤0.01%
4,969
-152
1084
$295K ﹤0.01%
4,689
+258
1085
$294K ﹤0.01%
9,721
1086
$293K ﹤0.01%
1,703
-1,052
1087
$293K ﹤0.01%
14,042
-356
1088
$292K ﹤0.01%
9,240
1089
$289K ﹤0.01%
6,000
1090
$289K ﹤0.01%
13,612
1091
$289K ﹤0.01%
8,545
-3,830
1092
$288K ﹤0.01%
7,961
+183
1093
$287K ﹤0.01%
4,562
+3
1094
$286K ﹤0.01%
2,416
-113
1095
$286K ﹤0.01%
5,016
-960
1096
$285K ﹤0.01%
2,107
+185
1097
$285K ﹤0.01%
4,384
-146
1098
$285K ﹤0.01%
12,972
+459
1099
$284K ﹤0.01%
23,584
+1,012
1100
$284K ﹤0.01%
1,324
-18
42 43
44
45 46