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
1 Year Est. Return
+16.37%
AUM
$6.68B
AUM Growth
+$920M
(+16%)
Holding
1,236
Top Buys
| 1 | +$84.9M | |
| 2 | +$75.8M | |
| 3 | +$52.6M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$46.1M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$44.3M |
Top Sells
| 1 | +$79.7M | |
| 2 | +$35.5M | |
| 3 | +$31.1M | |
| 4 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$27.3M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$24.6M |
Sector Composition
| 1 | Technology | 7.23% |
| 2 | Healthcare | 6.55% |
| 3 | Financials | 6.39% |
| 4 | Energy | 6.04% |
| 5 | Industrials | 5.22% |