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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$75K ﹤0.01%
+12,392
1177
$74K ﹤0.01%
24,967
+3,913
1178
$72K ﹤0.01%
+22,450
1179
$72K ﹤0.01%
10,250
-812
1180
$68K ﹤0.01%
16,258
+4,522
1181
$62K ﹤0.01%
17,828
+1,467
1182
$60K ﹤0.01%
19,872
-3,042
1183
$59K ﹤0.01%
724
1184
$54K ﹤0.01%
+11,826
1185
$51K ﹤0.01%
700
1186
$39K ﹤0.01%
+15,539
1187
$39K ﹤0.01%
196,680
-53,000
1188
$32K ﹤0.01%
22,750
+1,000
1189
$27K ﹤0.01%
+1,000
1190
$27K ﹤0.01%
3,373
-2,597
1191
$25K ﹤0.01%
46,301
+22,590
1192
$23K ﹤0.01%
10,000
1193
$17K ﹤0.01%
+10,000
1194
$16K ﹤0.01%
125
1195
$14K ﹤0.01%
39,900
+10,000
1196
$12K ﹤0.01%
4,162
1197
$11K ﹤0.01%
+1,059
1198
$3K ﹤0.01%
1,450
1199
$3K ﹤0.01%
32,718
1200
$1K ﹤0.01%
29,416
-10,616
46 47
48
49 50