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
$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
576
$0 ﹤0.01%
+10
577
– –
-500
578
– –
-910
579
– –
-200
580
$0 ﹤0.01%
6
581
– –
-1,107
582
$0 ﹤0.01%
+7
583
– –
-200
584
– –
0
585
– –
-473
586
– –
-1,520
587
$0 ﹤0.01%
+9
588
– –
-307
589
$0 ﹤0.01%
1
590
– –
-4,076
591
– –
-515
592
– –
-40
593
– –
-100
594
$0 ﹤0.01%
+2
595
– –
-4,000
596
– –
-250
597
– –
-14
598
– –
-334
599
– –
-2
600
$0 ﹤0.01%
4
21 22 23
24
25