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
$205M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$9.35M
3 +$9.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.31M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.4M

Sector Composition

1 Healthcare 2.53%
2 Technology 1.56%
3 Industrials 1.11%
4 Consumer Discretionary 1%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$205K 0.1%
1,488
-46,758
77
$204K 0.1%
1,514
-413
78
-3,400
79
-6,000
80
-15,846
81
-3,068
82
-7,879
83
-33,773
84
-3,825
85
-5,750
86
-1,352
87
-1,666
88
-3,529
89
-7,388
90
-5,400
91
-8,745
92
-1,960
93
-3,140
94
-5,475
95
-17,004
96
-20,943
97
-20,656
98
-48,193
99
-11,410
100
-13,004