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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.1M 0.11%
245,702
+14,610
202
$10M 0.11%
114,642
-7,941
203
$9.98M 0.11%
172,334
+11,348
204
$9.95M 0.11%
76,596
+7,295
205
$9.86M 0.11%
230,878
+3,483
206
$9.81M 0.11%
144,416
-3,444
207
$9.79M 0.11%
261,487
+1,005
208
$9.73M 0.11%
326,284
-16,845
209
$9.55M 0.11%
303,662
+3,697
210
$9.53M 0.11%
381,291
+15,827
211
$9.48M 0.1%
378,608
+10,031
212
$9.47M 0.1%
370,827
+14,338
213
$9.46M 0.1%
377,902
+10,077
214
$9.46M 0.1%
380,547
+7,523
215
$9.43M 0.1%
380,298
+8,301
216
$9.42M 0.1%
88,725
+15,810
217
$9.4M 0.1%
374,994
+14,130
218
$9.28M 0.1%
175,262
-2,083
219
$9.28M 0.1%
59,005
+24,604
220
$9.27M 0.1%
115,313
+20,134
221
$9.25M 0.1%
366,216
+8,658
222
$9.21M 0.1%
251,014
-8,700
223
$9.19M 0.1%
368,579
+8,627
224
$9.14M 0.1%
364,739
+8,118
225
$9.14M 0.1%
253,612
+2,214
7 8
9
10 11