UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.1B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$84.6M
2
+$50.7M
3
+$49.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$36.8M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$30.7M

Top Sells

1
+$155M
2
+$65.7M
3
+$58.5M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$32.4M
5
OEF icon
iShares S&P 100 ETF
OEF
+$29.6M

Sector Composition

1 Technology 12.31%
2 Financials 6.38%
3 Healthcare 5.49%
4 Industrials 4.46%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1077
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1078
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1080
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1084
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1085
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1086
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1088
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1089
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1090
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1091
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1092
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1095
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1096
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1097
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1098
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1099
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1100
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