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
$202M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$269K
2 +$234K
3 +$233K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$227K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$207K

Top Sells

1 +$565K
2 +$294K
3 +$280K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$239K

Sector Composition

1 Healthcare 2.85%
2 Technology 1.65%
3 Financials 0.95%
4 Industrials 0.92%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,488
77
-1,994