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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
376
$2K ﹤0.01%
+85
377
$2K ﹤0.01%
+63
378
$2K ﹤0.01%
99
-909
379
$2K ﹤0.01%
+63
380
$2K ﹤0.01%
192
381
$2K ﹤0.01%
+22
382
$2K ﹤0.01%
+26
383
$2K ﹤0.01%
+41
384
$2K ﹤0.01%
+9
385
$2K ﹤0.01%
48
-71
386
$2K ﹤0.01%
+11
387
$2K ﹤0.01%
+24
388
$2K ﹤0.01%
+71
389
$2K ﹤0.01%
+74
390
$2K ﹤0.01%
+21
391
$2K ﹤0.01%
+15
392
$2K ﹤0.01%
+104
393
$2K ﹤0.01%
+46
394
$2K ﹤0.01%
+25
395
$2K ﹤0.01%
+35
396
$2K ﹤0.01%
52
397
$2K ﹤0.01%
220
398
$2K ﹤0.01%
+46
399
$2K ﹤0.01%
+7
400
$2K ﹤0.01%
+42
14 15
16
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