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
776
$416K ﹤0.01%
8,271
+874
777
$416K ﹤0.01%
4,562
+779
778
$415K ﹤0.01%
13,947
-103
779
$414K ﹤0.01%
26,662
-1,371
780
$414K ﹤0.01%
2,495
+204
781
$413K ﹤0.01%
4,291
+125
782
$410K ﹤0.01%
1,551
-23
783
$410K ﹤0.01%
23,676
-1,262
784
$409K ﹤0.01%
3,858
+262
785
$407K ﹤0.01%
9,780
-2,340
786
$407K ﹤0.01%
6,087
-4,700
787
$405K ﹤0.01%
34,921
-472
788
$399K ﹤0.01%
+6,512
789
$396K ﹤0.01%
17,793
+1,713
790
$391K ﹤0.01%
5,053
+1,017
791
$390K ﹤0.01%
19,785
+2,550
792
$390K ﹤0.01%
3,252
+338
793
$387K ﹤0.01%
124,065
-1,462
794
$386K ﹤0.01%
966
+225
795
$386K ﹤0.01%
2,354
+17
796
$385K ﹤0.01%
18,740
+2,450
797
$384K ﹤0.01%
9,759
+445
798
$384K ﹤0.01%
4,854
-111
799
$384K ﹤0.01%
11,598
-879
800
$383K ﹤0.01%
36,209
+867
30 31
32
33 34