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
476
$1.36M 0.01%
14,306
477
$1.35M 0.01%
23,556
-488
478
$1.34M 0.01%
24,439
-2,485
479
$1.33M 0.01%
5,459
+36
480
$1.33M 0.01%
11,892
+28
481
$1.33M 0.01%
28,048
-16
482
$1.32M 0.01%
4,914
-221
483
$1.32M 0.01%
19,363
-1,068
484
$1.31M 0.01%
16,947
-655
485
$1.31M 0.01%
6,518
-195
486
$1.29M 0.01%
7,235
+174
487
$1.28M 0.01%
1,389
+107
488
$1.28M 0.01%
25,339
-1,241
489
$1.28M 0.01%
25,037
-1,613
490
$1.28M 0.01%
8,788
+185
491
$1.27M 0.01%
14,284
+295
492
$1.27M 0.01%
4,690
+1,566
493
$1.27M 0.01%
19,640
+236
494
$1.27M 0.01%
10,337
-160
495
$1.26M 0.01%
53,401
+1,898
496
$1.25M 0.01%
53,912
+5,198
497
$1.22M 0.01%
2,424
+1
498
$1.21M 0.01%
20,409
+1,407
499
$1.21M 0.01%
7,008
+703
500
$1.21M 0.01%
22,574
+1,685
18 19
20
21 22