UFA

US Financial Advisors Portfolio holdings

AUM $338M
1-Year Est. Return 4.11%
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 Sells

1 +$927K
2 +$339K
3 +$212K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$190K
5
TWX
Time Warner Inc
TWX
+$183K

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
426
$1K ﹤0.01%
+20
427
$1K ﹤0.01%
+14
428
$1K ﹤0.01%
+42
429
$1K ﹤0.01%
+10
430
$1K ﹤0.01%
+12
431
$1K ﹤0.01%
21
432
$1K ﹤0.01%
+14
433
$1K ﹤0.01%
+34
434
$1K ﹤0.01%
+15
435
$1K ﹤0.01%
+39
436
$1K ﹤0.01%
+38
437
$1K ﹤0.01%
+14
438
$1K ﹤0.01%
+136
439
$1K ﹤0.01%
+254
440
$1K ﹤0.01%
+18
441
$1K ﹤0.01%
+8
442
$1K ﹤0.01%
+13
443
$1K ﹤0.01%
+10
444
$1K ﹤0.01%
+34
445
$1K ﹤0.01%
+24
446
$1K ﹤0.01%
+24
447
$1K ﹤0.01%
+6
448
$1K ﹤0.01%
+45
449
$1K ﹤0.01%
+71
450
$1K ﹤0.01%
+16