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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$105K ﹤0.01%
17,104
+1,933
1277
$103K ﹤0.01%
28,952
+13,288
1278
$95K ﹤0.01%
8,333
1279
$87K ﹤0.01%
22,907
+1,715
1280
$80K ﹤0.01%
13,319
+287
1281
$73K ﹤0.01%
1,194
+160
1282
$73K ﹤0.01%
+6,525
1283
$71K ﹤0.01%
16,672
1284
$71K ﹤0.01%
+39,265
1285
$70K ﹤0.01%
7,867
+2,771
1286
$69K ﹤0.01%
15,500
-5,000
1287
$69K ﹤0.01%
12,820
-497
1288
$62K ﹤0.01%
216
1289
$59K ﹤0.01%
76,000
1290
$52K ﹤0.01%
108
1291
$51K ﹤0.01%
19,333
+8
1292
$39K ﹤0.01%
442
1293
$35K ﹤0.01%
29,077
1294
$30K ﹤0.01%
+1,815
1295
$26K ﹤0.01%
214
1296
$15K ﹤0.01%
39,900
1297
$13K ﹤0.01%
10,003
1298
$12K ﹤0.01%
1,000
1299
– –
0
1300
$9K ﹤0.01%
+51
50 51
52
53 54