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
701
$562K ﹤0.01%
15,376
+1,537
702
$555K ﹤0.01%
45,643
+1,618
703
$553K ﹤0.01%
2,504
-91
704
$552K ﹤0.01%
5,115
-2,233
705
$548K ﹤0.01%
5,905
+301
706
$544K ﹤0.01%
2,531
-8
707
$543K ﹤0.01%
4,304
-580
708
$539K ﹤0.01%
+27,862
709
$534K ﹤0.01%
4,502
+889
710
$533K ﹤0.01%
9,919
-378
711
$533K ﹤0.01%
274
+9
712
$532K ﹤0.01%
64,473
-7,587
713
$526K ﹤0.01%
4,434
+267
714
$522K ﹤0.01%
11,768
-191
715
$517K ﹤0.01%
4,874
+215
716
$517K ﹤0.01%
7,265
-1,497
717
$513K ﹤0.01%
3,226
-187
718
$512K ﹤0.01%
13,662
+1,357
719
$512K ﹤0.01%
5,960
-1,369
720
$511K ﹤0.01%
1,731
+111
721
$510K ﹤0.01%
4,567
+5
722
$507K ﹤0.01%
54,159
+10,826
723
$503K ﹤0.01%
3,757
+319
724
$503K ﹤0.01%
9,741
-76
725
$502K ﹤0.01%
11,042
-1,589
27 28
29
30 31