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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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$41.5M
3
+$37.6M
4
GLD icon
SPDR Gold Trust
GLD
+$35.6M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$30.1M

Top Sells

1
+$178M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$26.9M
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 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
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-59,789
1277
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-7,579
1278
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-2,592
1279
– –
-55,385
1280
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-162,451
1281
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-17,292
1282
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-13,091
1283
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-3,431
1284
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-60,857
1285
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-22,749
1286
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-941,450
1287
– –
-4,250
1288
$0 ﹤0.01%
22,280
-224
1289
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-16,624
1290
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-27,415
1291
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-424,287
1292
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-16,090
1293
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-8,361
1294
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1295
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1296
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1297
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-7,489
1298
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-90,897
1299
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-12,174
1300
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-10,142
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