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
101
$20.3M 0.21%
177,716
+42,163
102
$20.2M 0.21%
128,580
+2,134
103
$20.2M 0.21%
177,018
+3,224
104
$20.1M 0.2%
239,453
+18,435
105
$19.7M 0.2%
231,876
+3,251
106
$19.6M 0.2%
302,242
+27,002
107
$19.5M 0.2%
629,918
+671
108
$19.3M 0.2%
678,578
-3,578
109
$19.3M 0.2%
495,249
+24,820
110
$19M 0.19%
+613,203
111
$18.9M 0.19%
217,648
+16,435
112
$18.9M 0.19%
+754,367
113
$18.8M 0.19%
221,350
-40,093
114
$18.7M 0.19%
225,757
+4,124
115
$18.7M 0.19%
227,769
+152,644
116
$18.6M 0.19%
126,863
+11,874
117
$18.5M 0.19%
177,940
-12,794
118
$18.5M 0.19%
710,560
+182,707
119
$18.2M 0.19%
140,225
+4,385
120
$18.2M 0.19%
674,704
+65,354
121
$18.1M 0.18%
166,138
-1,210
122
$17.8M 0.18%
224,835
+4,165
123
$17.8M 0.18%
394,661
+40,635
124
$17.7M 0.18%
384,309
+6,403
125
$17.4M 0.18%
322,999
-8,683
3 4
5
6 7