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
676
$617K 0.01%
19,075
-1,209
677
$617K 0.01%
10,379
-129
678
$616K 0.01%
3,214
-1,001
679
$612K 0.01%
1,574
-323
680
$612K 0.01%
6,912
-129
681
$601K ﹤0.01%
143,687
+14,438
682
$600K ﹤0.01%
27,132
+14,084
683
$599K ﹤0.01%
4,849
-199
684
$595K ﹤0.01%
33,018
-4,513
685
$592K ﹤0.01%
19,846
+1,066
686
$590K ﹤0.01%
5,342
+102
687
$590K ﹤0.01%
6,154
+128
688
$590K ﹤0.01%
23,275
-833
689
$587K ﹤0.01%
18,640
-893
690
$583K ﹤0.01%
+3,342
691
$582K ﹤0.01%
18,338
+1,398
692
$581K ﹤0.01%
16,849
-893
693
$581K ﹤0.01%
5,189
-60
694
$577K ﹤0.01%
7,152
-1,571
695
$577K ﹤0.01%
4,620
-108
696
$577K ﹤0.01%
3,591
+26
697
$577K ﹤0.01%
6,593
+2,323
698
$571K ﹤0.01%
5,782
+461
699
$568K ﹤0.01%
8,454
+339
700
$566K ﹤0.01%
4,333
+299
26 27
28
29 30