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
$3.76B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$65.1M
3
+$61.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$55.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.95%
2 Technology 6.9%
3 Healthcare 6.62%
4 Financials 6.31%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.41M 0.17%
+172,947
152
$6.35M 0.17%
+240,230
153
$6.28M 0.17%
+127,776
154
$6.23M 0.17%
+231,727
155
$6.16M 0.16%
+753,795
156
$6.15M 0.16%
+152,569
157
$6.13M 0.16%
+195,716
158
$6.09M 0.16%
+61,657
159
$6.08M 0.16%
+78,475
160
$6.01M 0.16%
+70,503
161
$5.95M 0.16%
+86,455
162
$5.91M 0.16%
+57,721
163
$5.76M 0.15%
+76,164
164
$5.67M 0.15%
+137,360
165
$5.53M 0.15%
+109,475
166
$5.49M 0.15%
+60,666
167
$5.45M 0.14%
+150,042
168
$5.44M 0.14%
+148,900
169
$5.43M 0.14%
+64,497
170
$5.43M 0.14%
+118,928
171
$5.42M 0.14%
+223,602
172
$5.42M 0.14%
+94,270
173
$5.38M 0.14%
+147,208
174
$5.37M 0.14%
+142,609
175
$5.33M 0.14%
+244,745
5 6
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