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
301
$3.98M 0.03%
11,062
-653
302
$3.94M 0.03%
8,309
+8
303
$3.92M 0.03%
25,587
-7
304
$3.89M 0.03%
7,475
-236
305
$3.87M 0.03%
78,836
-997
306
$3.84M 0.03%
49,270
+12
307
$3.78M 0.03%
262,473
-11,540
308
$3.77M 0.03%
41,862
-1,366
309
$3.73M 0.03%
6,544
-171
310
$3.72M 0.03%
127,398
-9,391
311
$3.66M 0.03%
47,257
+896
312
$3.65M 0.03%
90,672
-1,818
313
$3.64M 0.03%
4,705
+113
314
$3.63M 0.03%
33,085
+7,564
315
$3.59M 0.03%
46,828
-933
316
$3.58M 0.03%
25,137
-327
317
$3.56M 0.03%
42,498
-338
318
$3.56M 0.03%
33,499
-7,174
319
$3.54M 0.03%
78,127
-13,873
320
$3.54M 0.03%
11,259
-3,991
321
$3.52M 0.03%
1,117
+4
322
$3.44M 0.03%
67,329
-3,231
323
$3.42M 0.03%
12,613
+22
324
$3.39M 0.03%
21,755
-229
325
$3.36M 0.03%
101,011
-4,035
11 12
13
14 15