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
$8.18B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,312
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$50.4M
3
+$41.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$31.9M
5
TAP icon
Molson Coors Class B
TAP
+$31.1M

Top Sells

1
+$80M
2
+$15.9M
3
+$15.7M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$13.9M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$12.3M

Sector Composition

1 Technology 6.91%
2 Healthcare 6.65%
3 Energy 5.83%
4 Financials 5.8%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$129K ﹤0.01%
10,705
1177
$128K ﹤0.01%
5,950
+600
1178
$128K ﹤0.01%
3,187
+681
1179
$127K ﹤0.01%
32,723
-32,718
1180
$118K ﹤0.01%
14,383
1181
$118K ﹤0.01%
1,647
+29
1182
$118K ﹤0.01%
10,077
1183
$116K ﹤0.01%
4,331
+1,424
1184
$115K ﹤0.01%
+8,292
1185
$110K ﹤0.01%
16,740
1186
$110K ﹤0.01%
+12,538
1187
$97K ﹤0.01%
21,750
1188
$91K ﹤0.01%
2,301
-138
1189
$74K ﹤0.01%
+718
1190
$71K ﹤0.01%
4,162
1191
$66K ﹤0.01%
+510
1192
$62K ﹤0.01%
12,754
1193
$60K ﹤0.01%
11,900
1194
$55K ﹤0.01%
11,461
-1,514
1195
$30K ﹤0.01%
+750
1196
$27K ﹤0.01%
+125
1197
$25K ﹤0.01%
+10,033
1198
$10K ﹤0.01%
+1,450
1199
$8K ﹤0.01%
11,970
+205
1200
$6K ﹤0.01%
+50
46 47
48
49 50