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
$57.5M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.34M
3
+$2.29M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$2.24M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.17M

Top Sells

1
+$6.03M
2
+$5.34M
3
+$5.23M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.02M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.93M

Sector Composition

1 Financials 1.96%
2 Technology 1.66%
3 Industrials 1.52%
4 Consumer Staples 1.33%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-376
577
– –
-200
578
– –
-1,004
579
– –
-510
580
– –
-27
581
– –
-712
582
– –
-1,000
583
– –
-20
584
– –
-1,600
585
– –
-6,400
586
– –
-1,333
587
– –
-800
588
– –
-440
589
– –
-3,800
590
– –
-66
591
$0 ﹤0.01%
12
592
– –
-691
593
– –
-700
594
– –
-90
595
– –
-400
596
– –
-333
597
– –
-280
598
– –
-33
599
– –
-146
600
– –
-501
22 23
24
25 26