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 5.05%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.9M 0.22%
181,687
-30,262
102
$23.9M 0.22%
225,500
-293
103
$23.3M 0.22%
867,960
-8,346
104
$22.8M 0.21%
336,053
+101,532
105
$22.8M 0.21%
512,287
+10,208
106
$22.5M 0.21%
529,682
+42,639
107
$22.4M 0.21%
133,836
-5,868
108
$22.4M 0.21%
870,969
-46,043
109
$22.1M 0.21%
196,083
+9,543
110
$22M 0.21%
154,937
-561
111
$21.7M 0.2%
1,013,658
+58,020
112
$21.1M 0.2%
159,095
-2,891
113
$21M 0.2%
621,052
-91,100
114
$20.8M 0.19%
605,766
-7,905
115
$20.6M 0.19%
179,953
+59,918
116
$20.6M 0.19%
812,295
-200,738
117
$20M 0.19%
166,005
+36,400
118
$19.8M 0.18%
181,472
+17,983
119
$19.6M 0.18%
84,204
+2,437
120
$19.5M 0.18%
707,719
-30,675
121
$19.5M 0.18%
350,065
-13,520
122
$19.3M 0.18%
188,447
-348
123
$19.3M 0.18%
+707,798
124
$19.3M 0.18%
449,791
+1,501
125
$19.3M 0.18%
158,756
+236
3 4
5
6 7