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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$177K ﹤0.01%
14,760
1177
$170K ﹤0.01%
+17,016
1178
$170K ﹤0.01%
17,019
+1,287
1179
$169K ﹤0.01%
+16,892
1180
$167K ﹤0.01%
23,802
-1,500
1181
$166K ﹤0.01%
27,699
+13,185
1182
$166K ﹤0.01%
11,871
1183
$158K ﹤0.01%
10,530
-427
1184
$157K ﹤0.01%
12,054
-288
1185
$155K ﹤0.01%
17,231
+853
1186
$155K ﹤0.01%
+15,454
1187
$154K ﹤0.01%
11,850
1188
$154K ﹤0.01%
3,412
-327
1189
$150K ﹤0.01%
6,929
-10,079
1190
$150K ﹤0.01%
1,072
1191
$145K ﹤0.01%
10,371
-461
1192
$137K ﹤0.01%
3,046
+380
1193
$134K ﹤0.01%
33,477
1194
$134K ﹤0.01%
1,394
-245
1195
$130K ﹤0.01%
21,714
+2,614
1196
$128K ﹤0.01%
+17,064
1197
$128K ﹤0.01%
18,239
+1,440
1198
$124K ﹤0.01%
41,391
-6,770
1199
$120K ﹤0.01%
20,000
1200
$119K ﹤0.01%
11,893
46 47
48
49 50