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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
1276
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-38,466
1277
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-7,958
1278
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-66,526
1279
– –
-7,352
1280
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-2,828
1281
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-28,010
1282
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-15,539
1283
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1284
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$0 ﹤0.01%
180,680
-16,000
1286
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-9,343
1287
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1288
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1289
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1290
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-67,080
1291
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$0 ﹤0.01%
26,615
-19,686
1293
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1294
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1295
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1298
$0 ﹤0.01%
52,621
1299
$0 ﹤0.01%
+50,000
1300
– –
-8,368
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