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
1176
$204K ﹤0.01%
14,723
1177
$203K ﹤0.01%
+5,265
1178
$203K ﹤0.01%
22,081
-31,144
1179
$203K ﹤0.01%
+8,334
1180
$202K ﹤0.01%
+3,344
1181
$201K ﹤0.01%
169
+10
1182
$201K ﹤0.01%
15,000
1183
$201K ﹤0.01%
+6,190
1184
$200K ﹤0.01%
4,598
-19
1185
$198K ﹤0.01%
+25,030
1186
$194K ﹤0.01%
36,580
+7,871
1187
$191K ﹤0.01%
21,580
+1,481
1188
$186K ﹤0.01%
12,510
+669
1189
$183K ﹤0.01%
18,083
1190
$176K ﹤0.01%
22,565
+3,688
1191
$175K ﹤0.01%
30,148
+1,760
1192
$174K ﹤0.01%
10,994
+884
1193
$173K ﹤0.01%
8,816
1194
$173K ﹤0.01%
13,786
1195
$172K ﹤0.01%
23,802
1196
$168K ﹤0.01%
32,214
1197
$165K ﹤0.01%
11,381
-3,215
1198
$165K ﹤0.01%
+10,798
1199
$165K ﹤0.01%
+11,440
1200
$165K ﹤0.01%
10,378
+232
46 47
48
49 50