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
351
$2.81M 0.02%
53,877
-1,640
352
$2.79M 0.02%
124,046
-12,193
353
$2.76M 0.02%
4
354
$2.76M 0.02%
28,756
+324
355
$2.68M 0.02%
34,381
+1,042
356
$2.68M 0.02%
96,783
-9,909
357
$2.63M 0.02%
88,109
+57,818
358
$2.63M 0.02%
44,534
-1,715
359
$2.62M 0.02%
92,000
360
$2.61M 0.02%
20,404
+126
361
$2.6M 0.02%
22,140
-792
362
$2.59M 0.02%
15,319
-527
363
$2.57M 0.02%
13,921
+607
364
$2.57M 0.02%
35,673
+6,872
365
$2.54M 0.02%
10,451
-301
366
$2.54M 0.02%
9,974
+242
367
$2.54M 0.02%
62,207
-2,260
368
$2.54M 0.02%
83,392
-2,051
369
$2.49M 0.02%
38,381
-1,409
370
$2.48M 0.02%
23,872
-735
371
$2.47M 0.02%
6,080
+133
372
$2.46M 0.02%
30,681
-1,014
373
$2.46M 0.02%
5,472
-7
374
$2.44M 0.02%
10,599
+1,234
375
$2.44M 0.02%
10,130
+1,133
13 14
15
16 17