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
801
$381K ﹤0.01%
2,145
+152
802
$380K ﹤0.01%
2,975
+143
803
$380K ﹤0.01%
8,417
-268
804
$379K ﹤0.01%
9,443
+1,694
805
$376K ﹤0.01%
4,378
+196
806
$375K ﹤0.01%
24,830
-1
807
$375K ﹤0.01%
8,846
+860
808
$373K ﹤0.01%
4,162
-221
809
$373K ﹤0.01%
12,668
-1,995
810
$372K ﹤0.01%
3,374
+285
811
$371K ﹤0.01%
10,576
-1,954
812
$371K ﹤0.01%
13,933
+308
813
$368K ﹤0.01%
5,966
+98
814
$368K ﹤0.01%
18,832
+3,063
815
$364K ﹤0.01%
10,453
-224
816
$363K ﹤0.01%
3,292
-92
817
$363K ﹤0.01%
10,592
-500
818
$362K ﹤0.01%
2,345
-269
819
$360K ﹤0.01%
1,224
+94
820
$357K ﹤0.01%
1,797
-62
821
$356K ﹤0.01%
4,922
+964
822
$355K ﹤0.01%
1,869
-774
823
$354K ﹤0.01%
14,728
-402
824
$354K ﹤0.01%
2,923
+78
825
$354K ﹤0.01%
1,705
-5
31 32
33
34 35