UCFA
United Capital Financial Advisors Portfolio holdings
AUM $12.4B
1-Year Return
14.22%
This Quarter Return
+5.21%
1 Year Return
+14.22%
3 Year Return
+51.99%
5 Year Return
+82.17%
10 Year Return
+172.16%
AUM
$14.2B
AUM Growth
+$812M
(+6.1%)
Cap. Flow
+$201M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
22.78%
Holding
1,401
New
100
Increased
617
Reduced
517
Closed
75
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$68.4M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$62.7M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$54.1M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$47.1M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$45.4M |
Top Sells
Sector Composition
| 1 | Technology | 8.74% |
| 2 | Healthcare | 6.11% |
| 3 | Financials | 5.96% |
| 4 | Industrials | 5.46% |
| 5 | Consumer Discretionary | 4.55% |
