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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$93K ﹤0.01%
+890
1277
$92K ﹤0.01%
16,042
-3,105
1278
$87K ﹤0.01%
20,546
-7,828
1279
$73K ﹤0.01%
11,419
-33
1280
$71K ﹤0.01%
13,286
-24
1281
$69K ﹤0.01%
10,840
+280
1282
$60K ﹤0.01%
11,535
1283
$54K ﹤0.01%
2,503
1284
$51K ﹤0.01%
15,410
1285
$51K ﹤0.01%
77
+9
1286
$48K ﹤0.01%
16,419
+6
1287
$48K ﹤0.01%
10,000
-3
1288
$39K ﹤0.01%
108
1289
$31K ﹤0.01%
313
-51
1290
$21K ﹤0.01%
1,000
1291
$19K ﹤0.01%
1,877
1292
$16K ﹤0.01%
39,900
1293
$15K ﹤0.01%
469
1294
$14K ﹤0.01%
75
1295
$11K ﹤0.01%
1,904
1296
$7K ﹤0.01%
+10,000
1297
$6K ﹤0.01%
6
+5
1298
$3K ﹤0.01%
50
1299
– –
-6,290
1300
– –
-3,086
50 51
52
53 54