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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$227K ﹤0.01%
+2,338
1152
$225K ﹤0.01%
2,728
1153
$225K ﹤0.01%
+9,273
1154
$224K ﹤0.01%
+8,118
1155
$223K ﹤0.01%
38,125
+3,733
1156
$223K ﹤0.01%
4,990
-3,400
1157
$221K ﹤0.01%
1,250
1158
$221K ﹤0.01%
52,621
1159
$220K ﹤0.01%
11,885
+157
1160
$220K ﹤0.01%
2,351
-168
1161
$220K ﹤0.01%
+4,868
1162
$219K ﹤0.01%
+11,292
1163
$217K ﹤0.01%
3,603
-213
1164
$216K ﹤0.01%
14,356
-1,027
1165
$216K ﹤0.01%
4,578
1166
$215K ﹤0.01%
4,191
-125
1167
$213K ﹤0.01%
+7,382
1168
$213K ﹤0.01%
89,953
+64,722
1169
$212K ﹤0.01%
+3,394
1170
$212K ﹤0.01%
2,545
-311
1171
$211K ﹤0.01%
+6,010
1172
$209K ﹤0.01%
10,983
-16,549
1173
$206K ﹤0.01%
+785
1174
$206K ﹤0.01%
+5,150
1175
$205K ﹤0.01%
1,810
-169
45 46
47
48 49