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UFA

US Financial Advisors Portfolio holdings

AUM $338M
1-Year Est. Return 4.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$218K
3
+$154K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$117K
5
IYR icon
iShares US Real Estate ETF
IYR
+$115K

Top Sells

1
+$952K
2
+$345K
3
+$217K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$194K
5
TWX
Time Warner Inc
TWX
+$176K

Sector Composition

1 Financials 1.31%
2 Technology 1.27%
3 Industrials 1.04%
4 Healthcare 1.01%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
146
352
$2K ﹤0.01%
+27
353
$2K ﹤0.01%
+44
354
$2K ﹤0.01%
+26
355
$2K ﹤0.01%
+23
356
$2K ﹤0.01%
+37
357
$2K ﹤0.01%
100
-250
358
$2K ﹤0.01%
192
359
$2K ﹤0.01%
+65
360
$2K ﹤0.01%
37
-322
361
$2K ﹤0.01%
+121
362
$2K ﹤0.01%
+78
363
$2K ﹤0.01%
+193
364
$2K ﹤0.01%
35
-435
365
$2K ﹤0.01%
+33
366
$2K ﹤0.01%
62
-326
367
$2K ﹤0.01%
+48
368
$2K ﹤0.01%
+43
369
$2K ﹤0.01%
+18
370
$2K ﹤0.01%
+60
371
$2K ﹤0.01%
66
372
$2K ﹤0.01%
+196
373
$2K ﹤0.01%
+64
374
$2K ﹤0.01%
+32
375
$2K ﹤0.01%
+82
13 14
15
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