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
$60.2M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$714K
3
+$653K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$597K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$594K

Top Sells

1
+$6.41M
2
+$6.09M
3
+$6M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.84M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.76M

Sector Composition

1 Consumer Staples 3.21%
2 Technology 2.65%
3 Financials 2.38%
4 Industrials 1.77%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
+100
552
$1K ﹤0.01%
24
553
$0 ﹤0.01%
10
554
– –
0
555
– –
-622
556
– –
-715
557
$0 ﹤0.01%
3
558
– –
-104
559
– –
0
560
– –
-112
561
– –
-18
562
– –
0
563
– –
0
564
– –
-400
565
$0 ﹤0.01%
5
-350
566
– –
0
567
– –
-204
568
– –
-600
569
– –
-251
570
– –
-100
571
– –
-3,509
572
– –
0
573
– –
0
574
– –
-37
575
– –
-260
21 22
23
24 25