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
176
$20.1M 0.11%
763,815
+6,678
177
$20.1M 0.11%
516,044
+7,282
178
$19.8M 0.11%
236,268
-18,760
179
$19.7M 0.11%
845,061
-6,898
180
$19.4M 0.11%
112,379
-935
181
$19.2M 0.11%
868,740
+51,177
182
$19M 0.1%
146,695
+3,522
183
$18.6M 0.1%
373,778
-36,219
184
$18.5M 0.1%
340,819
+5,093
185
$18.2M 0.1%
585,207
+34,495
186
$18.2M 0.1%
761,460
+8,730
187
$18.1M 0.1%
36,486
-837
188
$17.9M 0.1%
322,793
+4,579
189
$17.8M 0.1%
312,514
-31,941
190
$17.8M 0.1%
565,673
+21,770
191
$17.7M 0.1%
105,181
-2,866
192
$16.8M 0.09%
51,888
-122
193
$16.8M 0.09%
39,072
-550
194
$16.8M 0.09%
42,455
+826
195
$16.7M 0.09%
77,003
-4,510
196
$16.5M 0.09%
678,883
-47,808
197
$16.2M 0.09%
322,637
-507
198
$16.1M 0.09%
63,165
+8,900
199
$15.8M 0.09%
340,335
-8,721
200
$15.4M 0.08%
311,363
-185
6 7
8
9 10