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UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.2B
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
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
+$40.7M
2
+$33M
3
+$31.7M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.4M
5
IYF icon
iShares US Financials ETF
IYF
+$20.6M

Top Sells

1
+$355M
2
+$42.9M
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
+$15M

Sector Composition

1 Industrials 7.49%
2 Technology 6.01%
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
1226
$28K ﹤0.01%
700
1227
$20K ﹤0.01%
10,000
1228
$16K ﹤0.01%
3,173
-200
1229
$11K ﹤0.01%
+11,298
1230
$10K ﹤0.01%
125
1231
– –
-6,050
1232
– –
-4,448
1233
– –
-13,879
1234
– –
-13,758
1235
– –
-46,797
1236
– –
-15,235
1237
– –
-15,863
1238
– –
-10,372
1239
– –
-10,320
1240
– –
-6,807
1241
– –
-52,115
1242
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-14,158
1243
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-25,013
1244
– –
-2,192
1245
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-74,872
1246
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-20,328
1247
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-12,392
1248
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-37,092
1249
– –
-12,843
1250
– –
-8,367
48 49
50
51 52