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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$249K ﹤0.01%
2,947
1177
$249K ﹤0.01%
+10,190
1178
$248K ﹤0.01%
4,150
-21
1179
$247K ﹤0.01%
10,268
-220
1180
$247K ﹤0.01%
4,519
1181
$246K ﹤0.01%
3,577
1182
$246K ﹤0.01%
12,572
+98
1183
$245K ﹤0.01%
3,913
+119
1184
$244K ﹤0.01%
7,233
-11,720
1185
$244K ﹤0.01%
+7,500
1186
$244K ﹤0.01%
3,925
-11
1187
$243K ﹤0.01%
18,604
-575
1188
$243K ﹤0.01%
4,292
-192
1189
$243K ﹤0.01%
4,426
+47
1190
$243K ﹤0.01%
11,292
1191
$243K ﹤0.01%
7,789
+230
1192
$241K ﹤0.01%
2,376
-53
1193
$240K ﹤0.01%
38,137
-484
1194
$239K ﹤0.01%
4,482
+659
1195
$238K ﹤0.01%
1,250
1196
$238K ﹤0.01%
+2,706
1197
$237K ﹤0.01%
2,977
-10
1198
$234K ﹤0.01%
1,926
-145
1199
$231K ﹤0.01%
15,041
-2,045
1200
$230K ﹤0.01%
15,970
46 47
48
49 50