We are live on ! Find out more
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
$49.8M
AUM Growth
-$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$3.26K
2
+$3.12K

Top Sells

1
+$190K
2
+$189K
3
+$177K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$164K
5
NTG
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
+$159K

Sector Composition

1 Financials 1.58%
2 Technology 0.92%
3 Real Estate 0.76%
4 Consumer Staples 0.63%
5 Energy 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-1,600
377
– –
-2,500
378
– –
-659
379
– –
-1,215
380
– –
-26
381
– –
-4,400
382
– –
-375
383
– –
-262
384
– –
-25
385
– –
-475
386
– –
-200
387
– –
-204
388
– –
-452
389
– –
-10
390
– –
-12
391
– –
-65
392
– –
-56
393
– –
-53
394
– –
-1,658
395
– –
-1,825
396
– –
-7
397
– –
-308
398
– –
-308
399
– –
-137
400
– –
-200
14 15
16
17 18