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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
1251
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-6,048
1252
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1253
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-131,749
1254
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-10,446
1255
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1256
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-57,527
1257
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-46,275
1258
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-8,783
1259
$0 ﹤0.01%
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1260
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1261
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1262
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1263
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1266
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1267
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1270
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-11,987
1271
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-8,230
1275
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