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
526
$1.07M 0.01%
104,785
-1,173
527
$1.06M 0.01%
14,925
-310
528
$1.06M 0.01%
10,655
+4,798
529
$1.05M 0.01%
7,091
+258
530
$1.05M 0.01%
10,650
-143
531
$1.04M 0.01%
22,987
-170
532
$1.04M 0.01%
20,402
-3,472
533
$1.03M 0.01%
4,574
+325
534
$1.03M 0.01%
1,912
+201
535
$1.03M 0.01%
12,766
+243
536
$1.02M 0.01%
23,157
-18
537
$1.02M 0.01%
16,149
-56
538
$1.02M 0.01%
27,152
-570
539
$1.01M 0.01%
6,367
-42
540
$1.01M 0.01%
4,977
+149
541
$995K 0.01%
15,080
-2,422
542
$982K 0.01%
9,138
-285
543
$978K 0.01%
3,258
+241
544
$975K 0.01%
1,671
+2
545
$973K 0.01%
7,347
-889
546
$970K 0.01%
9,318
-866
547
$969K 0.01%
26,052
+11,621
548
$969K 0.01%
8,435
+338
549
$962K 0.01%
16,363
-2,436
550
$958K 0.01%
26,828
-1,602
20 21
22
23 24