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
1126
$268K ﹤0.01%
6,047
+506
1127
$268K ﹤0.01%
1,581
-241
1128
$266K ﹤0.01%
4,551
+41
1129
$266K ﹤0.01%
11,636
+9
1130
$265K ﹤0.01%
5,981
-117
1131
$265K ﹤0.01%
10,051
-2,364
1132
$265K ﹤0.01%
3,430
-60
1133
$263K ﹤0.01%
4,801
+275
1134
$262K ﹤0.01%
5,239
+954
1135
$262K ﹤0.01%
453
-3
1136
$262K ﹤0.01%
+8,962
1137
$261K ﹤0.01%
+5,925
1138
$260K ﹤0.01%
+8,312
1139
$260K ﹤0.01%
1,556
+115
1140
$260K ﹤0.01%
2,732
+416
1141
$259K ﹤0.01%
2,074
-1,920
1142
$259K ﹤0.01%
5,685
-662
1143
$259K ﹤0.01%
+4,975
1144
$259K ﹤0.01%
1,017
+108
1145
$258K ﹤0.01%
11,729
-1,089
1146
$257K ﹤0.01%
3,753
-1,859
1147
$257K ﹤0.01%
3,193
+185
1148
$257K ﹤0.01%
+4,608
1149
$256K ﹤0.01%
+5,304
1150
$256K ﹤0.01%
20,925
44 45
46
47 48