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
376
$2.43M 0.02%
57,849
+3,795
377
$2.41M 0.02%
20,281
+826
378
$2.39M 0.02%
33,708
+1,023
379
$2.39M 0.02%
28,489
+26
380
$2.36M 0.02%
106,941
-63
381
$2.35M 0.02%
25,840
+395
382
$2.35M 0.02%
14,630
+103
383
$2.34M 0.02%
31,927
-2,705
384
$2.33M 0.02%
48,544
-7,127
385
$2.32M 0.02%
12,789
+625
386
$2.32M 0.02%
8,923
-826
387
$2.31M 0.02%
2,854
+54
388
$2.3M 0.02%
9,460
+638
389
$2.3M 0.02%
50,108
-16,021
390
$2.29M 0.02%
8,950
-10
391
$2.27M 0.02%
9,707
-335
392
$2.27M 0.02%
35,024
+327
393
$2.27M 0.02%
13,924
-693
394
$2.24M 0.02%
31,171
+1,367
395
$2.22M 0.02%
7,460
-208
396
$2.21M 0.02%
84,658
-1,790
397
$2.2M 0.02%
86,339
-1,847
398
$2.18M 0.02%
85,061
-2,545
399
$2.18M 0.02%
22,076
+654
400
$2.17M 0.02%
44,730
-1,097
14 15
16
17 18