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
1076
$151K ﹤0.01%
19,207
+6,142
1077
$142K ﹤0.01%
+12,712
1078
$132K ﹤0.01%
20,161
+19
1079
$117K ﹤0.01%
10,526
+208
1080
$115K ﹤0.01%
+15,847
1081
$115K ﹤0.01%
14,178
+2,045
1082
$114K ﹤0.01%
12,000
1083
$112K ﹤0.01%
36,377
-70
1084
$108K ﹤0.01%
100,000
1085
$104K ﹤0.01%
13,541
1086
$103K ﹤0.01%
9,800
1087
$103K ﹤0.01%
14,175
-860
1088
$101K ﹤0.01%
+16,405
1089
$96K ﹤0.01%
10,080
1090
$93K ﹤0.01%
18,058
-10,470
1091
$86K ﹤0.01%
3,040
+40
1092
$83K ﹤0.01%
13,224
+535
1093
$81K ﹤0.01%
+17,844
1094
$80K ﹤0.01%
10,006
+1
1095
$79K ﹤0.01%
7,357
+7,112
1096
$74K ﹤0.01%
14,297
1097
$74K ﹤0.01%
+10,497
1098
$59K ﹤0.01%
+14,795
1099
$53K ﹤0.01%
+22,282
1100
$44K ﹤0.01%
21,480
+2,849
42 43
44
45 46