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
726
$502K ﹤0.01%
3,343
-37
727
$502K ﹤0.01%
55,990
+8,630
728
$497K ﹤0.01%
7,456
+1,448
729
$496K ﹤0.01%
1,152
+2
730
$495K ﹤0.01%
4,503
-50
731
$495K ﹤0.01%
4,790
-40
732
$493K ﹤0.01%
4,448
-107
733
$487K ﹤0.01%
3,134
+108
734
$486K ﹤0.01%
2,704
+44
735
$485K ﹤0.01%
2,253
+14
736
$485K ﹤0.01%
1,945
+56
737
$479K ﹤0.01%
7,727
+67
738
$478K ﹤0.01%
10,702
-1,443
739
$477K ﹤0.01%
5,088
740
$476K ﹤0.01%
5,328
-2
741
$475K ﹤0.01%
1,491
-179
742
$474K ﹤0.01%
7,195
+492
743
$470K ﹤0.01%
+7,522
744
$468K ﹤0.01%
13,723
-544
745
$466K ﹤0.01%
2,858
-102
746
$465K ﹤0.01%
2,760
-260
747
$465K ﹤0.01%
9,841
-171
748
$453K ﹤0.01%
9,601
+15
749
$451K ﹤0.01%
5,982
+251
750
$448K ﹤0.01%
1,432
+223
28 29
30
31 32