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
151
$20M 0.15%
173,117
-1,828
152
$19.9M 0.15%
97,624
+28,407
153
$19.9M 0.15%
573,681
-45,433
154
$19.6M 0.15%
164,268
-7
155
$19.6M 0.15%
122,991
+90
156
$19.1M 0.14%
86,457
-2,534
157
$19.1M 0.14%
179,480
+1,709
158
$19.1M 0.14%
1,082,373
-20,790
159
$19M 0.14%
319,607
-10,648
160
$18.9M 0.14%
281,357
-985
161
$18.8M 0.14%
1,329,352
-119,484
162
$18.8M 0.14%
114,022
-1,730
163
$18.7M 0.14%
456,791
+9,647
164
$18.7M 0.14%
237,656
+17,694
165
$18.6M 0.14%
169,231
+63,602
166
$18.2M 0.14%
283,459
-73,641
167
$18.1M 0.13%
745,464
+70,837
168
$18M 0.13%
982,767
+45,468
169
$17.9M 0.13%
509,030
+170,570
170
$17.9M 0.13%
1,232,469
+55,218
171
$17.8M 0.13%
339,398
+196,092
172
$17.5M 0.13%
619,687
-4,290
173
$17.5M 0.13%
143,806
+144
174
$17.4M 0.13%
132,520
+12,140
175
$17.1M 0.13%
239,850
+10,320
5 6
7
8 9