We are live on ! Find out more
UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.2B
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$898M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$58M
3
+$49.2M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$39.8M
5
BND icon
Vanguard Total Bond Market
BND
+$29.8M

Top Sells

1
+$69M
2
+$43.3M
3
+$31.2M
4
UNP icon
Union Pacific
UNP
+$29.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$27.2M

Sector Composition

1 Technology 8.98%
2 Healthcare 7.4%
3 Financials 5.75%
4 Industrials 4.26%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-7,419
1127
– –
-6,697
1128
– –
-11,242
1129
– –
-26,923
1130
– –
-15,958
1131
– –
-253
1132
– –
-3,309
1133
– –
-258,172
1134
– –
-6,882
1135
– –
-10,316
1136
– –
-13,500
1137
– –
-5,540
1138
– –
-2,072
1139
– –
-4,491
42 43 44 45
46