UCFA

United Capital Financial Advisors Portfolio holdings

AUM $13.9B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.1B
AUM Growth
+$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$27.8M
3
+$14.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.7M
5
KNSL icon
Kinsale Capital Group
KNSL
+$11.8M

Top Sells

1
+$51.4M
2
+$35.4M
3
+$19.5M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$15.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.1M

Sector Composition

1 Technology 12.42%
2 Financials 6.07%
3 Healthcare 4.93%
4 Industrials 4.35%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.48M 0.05%
53,402
+1,618
227
$6.45M 0.05%
171,711
-5,939
228
$6.41M 0.05%
53,614
+9,426
229
$6.39M 0.05%
23,086
-503
230
$6.36M 0.05%
12,050
-648
231
$6.34M 0.05%
60,260
+8,374
232
$6.29M 0.05%
104,177
-6,903
233
$6.29M 0.05%
21,111
-301
234
$6.23M 0.05%
93,601
-1,303
235
$6.03M 0.05%
12,639
+207
236
$5.97M 0.05%
22,644
+15
237
$5.97M 0.05%
112,999
-5,216
238
$5.97M 0.05%
95,152
-2,331
239
$5.92M 0.05%
136,441
-39,400
240
$5.9M 0.05%
71,173
-3,509
241
$5.87M 0.05%
71,890
-1,390
242
$5.84M 0.05%
28,928
-1,005
243
$5.74M 0.05%
210,057
-9,552
244
$5.6M 0.05%
84,387
+314
245
$5.52M 0.05%
54,777
-8,131
246
$5.43M 0.04%
40,185
+1,574
247
$5.41M 0.04%
87,043
+88
248
$5.41M 0.04%
215,343
+13,754
249
$5.39M 0.04%
54,631
-4,619
250
$5.35M 0.04%
85,330
-12,520
8 9
10
11 12