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
201
$15.2M 0.11%
126,257
-2,764
202
$15M 0.11%
111,024
+95,768
203
$15M 0.11%
73,475
+29,493
204
$14.9M 0.11%
254,688
+83,153
205
$14.6M 0.11%
190,797
-5,140
206
$14.5M 0.11%
396,440
+35,265
207
$14.4M 0.11%
150,623
+3,434
208
$14.4M 0.11%
310,144
+7,096
209
$14.2M 0.11%
82,415
-14,690
210
$14.2M 0.11%
399,084
-15,031
211
$14.2M 0.11%
404,972
+304,440
212
$14.2M 0.11%
123,061
-16,723
213
$14.1M 0.11%
241,070
-69,236
214
$14.1M 0.1%
142,664
+23,863
215
$14M 0.1%
235,764
+1,830
216
$13.9M 0.1%
106,996
+1,986
217
$13.9M 0.1%
207,860
-528,687
218
$13.9M 0.1%
201,425
+2,791
219
$13.9M 0.1%
309,132
-282,362
220
$13.8M 0.1%
+322,401
221
$13.8M 0.1%
129,167
+6,190
222
$13.8M 0.1%
162,636
+4,075
223
$13.8M 0.1%
131,155
+1,456
224
$13.8M 0.1%
549,780
-7,612
225
$13.7M 0.1%
201,159
-2,396
7 8
9
10 11