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
326
$3.32M 0.03%
141,377
-23,124
327
$3.3M 0.03%
3,174
+47
328
$3.21M 0.03%
20,433
+16,526
329
$3.17M 0.03%
11,296
+271
330
$3.16M 0.03%
3,001
-26
331
$3.14M 0.03%
50,530
-2,802
332
$3.11M 0.03%
3,501
+122
333
$3.11M 0.03%
22,728
+1,204
334
$3.11M 0.03%
13,919
+321
335
$3.1M 0.03%
13,519
-237
336
$3.09M 0.03%
27,614
-203
337
$3.09M 0.03%
67,483
-342
338
$3.07M 0.03%
14,776
+599
339
$3.06M 0.03%
22,609
-1,048
340
$3.03M 0.03%
23,640
341
$3M 0.02%
58,830
+864
342
$2.99M 0.02%
125,869
-6,871
343
$2.97M 0.02%
41,293
+2,594
344
$2.96M 0.02%
47,111
-309,577
345
$2.93M 0.02%
23,142
-2,267
346
$2.93M 0.02%
36,433
+371
347
$2.91M 0.02%
9,033
-1,498
348
$2.89M 0.02%
5,705
+6
349
$2.87M 0.02%
7,393
-11
350
$2.83M 0.02%
120,633
+5,750
12 13
14
15 16