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
751
$446K ﹤0.01%
1,551
-133
752
$444K ﹤0.01%
24,022
+2,033
753
$444K ﹤0.01%
2,721
+733
754
$443K ﹤0.01%
+16,960
755
$442K ﹤0.01%
6,683
-345
756
$441K ﹤0.01%
12,031
+3,144
757
$440K ﹤0.01%
4,116
+1,020
758
$439K ﹤0.01%
4,771
-957
759
$438K ﹤0.01%
2,070
760
$438K ﹤0.01%
15,709
-213
761
$437K ﹤0.01%
9,299
-30
762
$436K ﹤0.01%
821
-25
763
$434K ﹤0.01%
11,312
-638
764
$434K ﹤0.01%
8,328
-41
765
$433K ﹤0.01%
30,446
+5,450
766
$432K ﹤0.01%
15,000
-3,264
767
$431K ﹤0.01%
1,568
+48
768
$431K ﹤0.01%
1,977
+47
769
$429K ﹤0.01%
2,397
-40
770
$429K ﹤0.01%
15,551
-3,718
771
$423K ﹤0.01%
5,028
+51
772
$422K ﹤0.01%
3,157
773
$421K ﹤0.01%
19,555
+163
774
$419K ﹤0.01%
17,127
+2,890
775
$417K ﹤0.01%
25,478
+216
29 30
31
32 33