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
1201
$220K ﹤0.01%
4,578
-1,630
1202
$219K ﹤0.01%
5,148
1203
$218K ﹤0.01%
+2,310
1204
$217K ﹤0.01%
3,322
-1,728
1205
$217K ﹤0.01%
4,228
-293,000
1206
$215K ﹤0.01%
+4,591
1207
$215K ﹤0.01%
18,201
-414
1208
$214K ﹤0.01%
72
-1
1209
$214K ﹤0.01%
+8,399
1210
$214K ﹤0.01%
+5,889
1211
$213K ﹤0.01%
2,496
+86
1212
$210K ﹤0.01%
+6,000
1213
$209K ﹤0.01%
3,190
-1,465
1214
$208K ﹤0.01%
603
-80
1215
$208K ﹤0.01%
+17,614
1216
$207K ﹤0.01%
+11,721
1217
$207K ﹤0.01%
4,298
-356
1218
$206K ﹤0.01%
6,443
-1,059
1219
$206K ﹤0.01%
1,375
-113
1220
$206K ﹤0.01%
8,596
-1,030
1221
$205K ﹤0.01%
9,484
+203
1222
$204K ﹤0.01%
+3,876
1223
$204K ﹤0.01%
+3,711
1224
$203K ﹤0.01%
+4,801
1225
$201K ﹤0.01%
8,456
-3,912
47 48
49
50 51