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
426
$1.93M 0.02%
14,328
+39
427
$1.92M 0.02%
24,603
+748
428
$1.92M 0.02%
6,968
+168
429
$1.92M 0.02%
16,751
-138
430
$1.9M 0.02%
24,627
+508
431
$1.9M 0.02%
28,769
+680
432
$1.9M 0.02%
44,351
+1,898
433
$1.88M 0.02%
5,157
+103
434
$1.87M 0.02%
76,900
+3,092
435
$1.87M 0.02%
15,483
-19
436
$1.86M 0.02%
33,940
-1,265
437
$1.84M 0.02%
39,334
-357
438
$1.81M 0.01%
8,053
439
$1.8M 0.01%
15,264
-411
440
$1.77M 0.01%
16,908
-446
441
$1.77M 0.01%
28,200
-253
442
$1.77M 0.01%
5,105
+1,111
443
$1.77M 0.01%
21,407
+1,018
444
$1.76M 0.01%
9,787
+729
445
$1.74M 0.01%
1,216
+5
446
$1.73M 0.01%
4,545
+169
447
$1.71M 0.01%
6,022
+88
448
$1.71M 0.01%
21,147
+3,155
449
$1.71M 0.01%
66,886
+2,864
450
$1.7M 0.01%
67,417
+21,684
16 17
18
19 20