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
401
$2.16M 0.02%
7,897
+149
402
$2.16M 0.02%
80,874
-2,489
403
$2.15M 0.02%
83,972
-1,825
404
$2.14M 0.02%
8,630
-307
405
$2.11M 0.02%
42,725
-8,682
406
$2.09M 0.02%
47,105
-235
407
$2.07M 0.02%
18,731
-39,903
408
$2.05M 0.02%
11,796
-1,447
409
$2.05M 0.02%
35,426
-680
410
$2.04M 0.02%
26,230
+871
411
$2.02M 0.02%
55,581
-2,763
412
$2.02M 0.02%
22,867
413
$2.02M 0.02%
13,480
-410
414
$2.01M 0.02%
4,289
-116
415
$2.01M 0.02%
32,074
-1,231
416
$2M 0.02%
3,416
-78
417
$2M 0.02%
34,756
-1,150
418
$2M 0.02%
46,728
-89
419
$2M 0.02%
69,594
-3,025
420
$1.99M 0.02%
16,465
-239
421
$1.98M 0.02%
98,839
+53,934
422
$1.97M 0.02%
18,676
-1,079
423
$1.97M 0.02%
8,281
-967
424
$1.97M 0.02%
14,028
-116
425
$1.96M 0.02%
19,111
+453
15 16
17
18 19