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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
$14.3B
AUM Growth
-$970M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$33.6M
3
+$18.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$18M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$17.7M

Top Sells

1
+$237M
2
+$109M
3
+$103M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$62.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$48.6M

Sector Composition

1 Technology 8.67%
2 Financials 6.32%
3 Healthcare 5.83%
4 Industrials 5.48%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
– –
-10,705
1302
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-2,448
1303
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-33,540
1304
– –
-13,948
1305
– –
-1,960
1306
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-19,941
1307
– –
-9,394
1308
– –
-4,296
1309
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-11,420
1310
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-10,250
1311
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-1,205
1312
– –
-13,915
1313
– –
-12,016
1314
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-1,874
1315
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-770
1316
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-6,946
1317
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-11,513
1318
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-19,800
1319
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-9,554
1320
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-15,614
1321
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-4,202
1322
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-29,909
1323
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-9,856
1324
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1325
– –
-11,537
51 52
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