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
$105M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Sells

1 +$933K
2 +$649K
3 +$635K
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$582K
5
XOM icon
Exxon Mobil
XOM
+$116K

Sector Composition

1 Consumer Staples 1.96%
2 Technology 1.91%
3 Financials 1.5%
4 Healthcare 1.21%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$137K 0.13%
2,492
+170
77
$136K 0.13%
1,710
+609
78
$132K 0.13%
4,730
+330
79
$132K 0.13%
1,424
+372
80
$131K 0.12%
+2,597
81
$126K 0.12%
1,954
+1,864
82
$124K 0.12%
4,756
+628
83
$123K 0.12%
2,394
+1,938
84
$116K 0.11%
1,183
+246
85
$113K 0.11%
2,338
+123
86
$109K 0.1%
4,263
87
$108K 0.1%
958
+311
88
$107K 0.1%
1,071
+59
89
$106K 0.1%
1,015
+500
90
$105K 0.1%
2,908
91
$104K 0.1%
2,089
+89
92
$100K 0.09%
1,800
93
$99K 0.09%
979
+57
94
$99K 0.09%
965
+668
95
$96K 0.09%
+1,156
96
$94K 0.09%
887
+712
97
$86K 0.08%
8,800
98
$85K 0.08%
1,658
99
$85K 0.08%
+693
100
$84K 0.08%
+1,562