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
551
$958K 0.01%
15,984
-681
552
$956K 0.01%
24,816
-272
553
$953K 0.01%
12,982
554
$951K 0.01%
15,304
-649
555
$949K 0.01%
40,868
-979
556
$939K 0.01%
11,898
-82
557
$933K 0.01%
14,548
+24
558
$933K 0.01%
13,002
559
$931K 0.01%
27,958
-810
560
$927K 0.01%
2,864
+35
561
$921K 0.01%
40,672
+16,992
562
$920K 0.01%
20,159
-225
563
$919K 0.01%
10,393
-2,364
564
$913K 0.01%
9,105
+627
565
$912K 0.01%
15,273
-1,148
566
$911K 0.01%
24,263
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567
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36,300
568
$898K 0.01%
8,024
-11
569
$895K 0.01%
60,858
+953
570
$893K 0.01%
11,887
-1,043
571
$891K 0.01%
594
+19
572
$883K 0.01%
12,165
+757
573
$877K 0.01%
5,926
+171
574
$876K 0.01%
2,070
+1
575
$873K 0.01%
4,127
21 22
23
24 25