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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$238K ﹤0.01%
19,383
1177
$238K ﹤0.01%
+2,652
1178
$237K ﹤0.01%
5,477
-124
1179
$236K ﹤0.01%
1,555
-32
1180
$235K ﹤0.01%
2,570
-14
1181
$234K ﹤0.01%
+2,726
1182
$233K ﹤0.01%
6,329
-617
1183
$232K ﹤0.01%
27,300
+12,800
1184
$232K ﹤0.01%
7,705
-462
1185
$231K ﹤0.01%
+4,584
1186
$231K ﹤0.01%
3,941
-26
1187
$229K ﹤0.01%
5,428
-16,204
1188
$226K ﹤0.01%
29,525
+3,266
1189
$225K ﹤0.01%
12,294
-2,035
1190
$224K ﹤0.01%
6,768
-745
1191
$224K ﹤0.01%
17,168
-7,796
1192
$224K ﹤0.01%
+2,324
1193
$224K ﹤0.01%
14,338
+2,709
1194
$223K ﹤0.01%
13,349
+166
1195
$223K ﹤0.01%
5,304
-3,642
1196
$222K ﹤0.01%
5,142
-592
1197
$221K ﹤0.01%
+4,091
1198
$221K ﹤0.01%
16,723
-500
1199
$220K ﹤0.01%
+1,744
1200
$220K ﹤0.01%
6,020
-85
46 47
48
49 50