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
126
$24.3M 0.18%
291,736
-229,803
127
$24.1M 0.18%
871,964
-2,739
128
$24M 0.18%
991,481
+118,113
129
$23.5M 0.18%
177,005
-490
130
$23.5M 0.18%
169,699
+306
131
$23.4M 0.17%
255,517
-49,715
132
$23.2M 0.17%
341,384
-23,289
133
$22.5M 0.17%
206,398
-10,388
134
$22.2M 0.17%
154,211
+3,256
135
$22.1M 0.16%
106,798
-347
136
$22M 0.16%
152,780
-5,538
137
$22M 0.16%
493,188
-142,440
138
$22M 0.16%
1,243,489
+47,267
139
$21.7M 0.16%
714,721
-7,080
140
$21.6M 0.16%
309,887
-17,560
141
$21.6M 0.16%
220,738
+6,042
142
$21.5M 0.16%
149,317
-1,586
143
$21.2M 0.16%
253,559
-7,473
144
$21M 0.16%
379,795
-35,175
145
$20.8M 0.16%
467,678
-485
146
$20.7M 0.15%
210,964
-7,031
147
$20.6M 0.15%
208,234
-53,125
148
$20.5M 0.15%
119,623
-5,398
149
$20M 0.15%
548,115
-83,978
150
$20M 0.15%
370,398
+55,514
4 5
6
7 8