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
176
$17M 0.13%
409,787
+1,802
177
$17M 0.13%
135,918
-4,917
178
$16.9M 0.13%
54,814
+228
179
$16.8M 0.13%
132,469
+253
180
$16.8M 0.13%
471,625
-122,755
181
$16.7M 0.12%
479,379
+13,180
182
$16.5M 0.12%
88,907
+21,690
183
$16.4M 0.12%
53,326
-3,037
184
$16.4M 0.12%
269,029
+6,981
185
$16.4M 0.12%
207,542
+3,038
186
$16.2M 0.12%
153,674
+57,807
187
$16.2M 0.12%
55,757
+2,576
188
$16.1M 0.12%
348,471
-2,611
189
$16M 0.12%
369,932
-6,698
190
$15.8M 0.12%
129,325
+5,791
191
$15.8M 0.12%
216,373
-95,306
192
$15.8M 0.12%
98,398
+5,316
193
$15.8M 0.12%
225,931
+8,951
194
$15.8M 0.12%
140,712
+438
195
$15.6M 0.12%
140,093
-7,165
196
$15.6M 0.12%
371,070
+263,812
197
$15.5M 0.12%
207,776
+2,428
198
$15.3M 0.11%
123,602
+4,720
199
$15.3M 0.11%
141,983
-1,067
200
$15.2M 0.11%
579,900
+236,540
6 7
8
9 10