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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30.3M 0.17%
595,821
-1,461
127
$30M 0.16%
168,009
+2,906
128
$29.8M 0.16%
536,242
-67,249
129
$29.4M 0.16%
76,176
+3,247
130
$28.7M 0.16%
342,686
+32,501
131
$28.4M 0.16%
142,969
-1,159
132
$28.3M 0.16%
1,378,510
-4,211
133
$28.3M 0.16%
59,191
-307
134
$28.2M 0.16%
154,936
+37,324
135
$28.1M 0.15%
194,026
+2,662
136
$27.9M 0.15%
303,947
+6,984
137
$27.5M 0.15%
392,177
-25,799
138
$27.1M 0.15%
340,576
+33,704
139
$27M 0.15%
212,431
-737
140
$26.7M 0.15%
+223,711
141
$26.1M 0.14%
592,961
-58,762
142
$26.1M 0.14%
366,450
-565
143
$26.1M 0.14%
74,398
+1,102
144
$26.1M 0.14%
326,034
+1,390
145
$25.9M 0.14%
205,274
-1,529
146
$25.8M 0.14%
407,056
-4,599
147
$25.2M 0.14%
370,669
+10,955
148
$25M 0.14%
522,951
-55,988
149
$24.7M 0.14%
709,948
+4,966
150
$24.6M 0.14%
325,837
-2,530
4 5
6
7 8