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
1151
$255K ﹤0.01%
9,306
-2,214
1152
$254K ﹤0.01%
4,328
-215
1153
$254K ﹤0.01%
+3,358
1154
$254K ﹤0.01%
+622
1155
$253K ﹤0.01%
7,403
1156
$253K ﹤0.01%
3,237
-12
1157
$253K ﹤0.01%
2,803
-134
1158
$253K ﹤0.01%
3,349
+83
1159
$253K ﹤0.01%
8,942
-66
1160
$252K ﹤0.01%
17,577
+4,400
1161
$251K ﹤0.01%
+5,833
1162
$251K ﹤0.01%
1,579
+72
1163
$250K ﹤0.01%
6,852
+20
1164
$246K ﹤0.01%
1,811
-287
1165
$246K ﹤0.01%
+9,137
1166
$245K ﹤0.01%
20,270
1167
$244K ﹤0.01%
3,749
-354
1168
$244K ﹤0.01%
6,794
-760
1169
$241K ﹤0.01%
4,029
1170
$241K ﹤0.01%
6,261
+90
1171
$240K ﹤0.01%
13,240
+2,832
1172
$240K ﹤0.01%
4,776
-112
1173
$240K ﹤0.01%
8,782
-2,133
1174
$239K ﹤0.01%
5,680
-129
1175
$239K ﹤0.01%
8,969
+685
45 46
47
48 49