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
251
$5.31M 0.04%
85,559
-277
252
$5.3M 0.04%
29,492
+10
253
$5.29M 0.04%
11,385
+1,013
254
$5.25M 0.04%
125,730
+51
255
$5.21M 0.04%
41,799
-2,221
256
$5.16M 0.04%
26,757
-1,374
257
$5.15M 0.04%
68,555
+3,507
258
$5.12M 0.04%
58,076
-21,553
259
$5.12M 0.04%
88,060
+15,757
260
$5.11M 0.04%
31,604
-1,013
261
$5.09M 0.04%
83,920
-570
262
$5.07M 0.04%
22,007
-251
263
$5.03M 0.04%
345,004
-26,909
264
$5M 0.04%
24,175
+1,059
265
$4.9M 0.04%
9,906
+3,441
266
$4.85M 0.04%
42,072
-2,877
267
$4.83M 0.04%
42,004
-1,829
268
$4.81M 0.04%
54,663
-807
269
$4.76M 0.04%
95,302
-5,243
270
$4.75M 0.04%
43,681
-3,840
271
$4.75M 0.04%
40,045
-2,426
272
$4.74M 0.04%
36,083
-377
273
$4.7M 0.04%
24,509
-1,041
274
$4.68M 0.04%
55,971
-17
275
$4.66M 0.04%
63,142
-4,209
9 10
11
12 13