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
451
$1.69M 0.01%
7,551
+507
452
$1.68M 0.01%
3,393
-207
453
$1.66M 0.01%
8,746
-1,284
454
$1.65M 0.01%
27,556
-6,180
455
$1.64M 0.01%
801
+106
456
$1.62M 0.01%
69,349
+832
457
$1.6M 0.01%
5,036
-905
458
$1.56M 0.01%
11,173
-1,658
459
$1.54M 0.01%
31,325
+16,047
460
$1.53M 0.01%
91,498
+2,777
461
$1.52M 0.01%
8,594
+290
462
$1.47M 0.01%
32,850
+1,945
463
$1.47M 0.01%
24,691
-1,479
464
$1.47M 0.01%
5,433
-38
465
$1.46M 0.01%
23,925
+59
466
$1.44M 0.01%
24,880
+14,125
467
$1.42M 0.01%
9,466
+48
468
$1.42M 0.01%
64,011
+955
469
$1.42M 0.01%
45,157
-1,476
470
$1.41M 0.01%
11,973
+246
471
$1.4M 0.01%
61,184
+9,432
472
$1.37M 0.01%
9,840
-907
473
$1.37M 0.01%
9,107
-1,424
474
$1.37M 0.01%
64,516
+1,081
475
$1.36M 0.01%
5,859
-1,357
17 18
19
20 21