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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.41M 0.14%
51,081
+34,812
177
$6.37M 0.14%
68,170
+49,783
178
$6.35M 0.14%
76,689
+17,002
179
$6.26M 0.13%
127,671
+65,284
180
$6.2M 0.13%
69,626
+61,745
181
$6.15M 0.13%
84,786
+2,564
182
$6.13M 0.13%
252,062
+233,364
183
$6.12M 0.13%
392,158
+308,120
184
$6.1M 0.13%
76,285
-1,187
185
$6.01M 0.13%
45,876
+119
186
$5.91M 0.13%
23,399
+15,991
187
$5.87M 0.13%
+75,167
188
$5.82M 0.12%
138,404
+81,351
189
$5.81M 0.12%
570,897
+236,571
190
$5.79M 0.12%
51,292
+16,055
191
$5.7M 0.12%
76,091
+31,978
192
$5.69M 0.12%
120,933
+5,594
193
$5.6M 0.12%
76,739
-3,916
194
$5.53M 0.12%
60,605
-16,315
195
$5.53M 0.12%
429,450
+18,090
196
$5.47M 0.12%
+63,554
197
$5.43M 0.12%
114,035
+82,828
198
$5.4M 0.12%
+57,205
199
$5.4M 0.12%
17,163
+63
200
$5.37M 0.11%
+75,711
6 7
8
9 10