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
826
$353K ﹤0.01%
10,863
-807
827
$351K ﹤0.01%
4,394
+190
828
$350K ﹤0.01%
11,039
+3,896
829
$348K ﹤0.01%
5,717
830
$347K ﹤0.01%
2,345
-41
831
$347K ﹤0.01%
9,090
+554
832
$341K ﹤0.01%
7,429
-1,321
833
$339K ﹤0.01%
18,055
-21
834
$338K ﹤0.01%
2,119
+505
835
$337K ﹤0.01%
5,942
-271
836
$334K ﹤0.01%
7,200
837
$333K ﹤0.01%
3,513
-578
838
$333K ﹤0.01%
977
839
$332K ﹤0.01%
5,757
-93
840
$331K ﹤0.01%
5,319
-202
841
$331K ﹤0.01%
3,373
+137
842
$331K ﹤0.01%
7,500
843
$329K ﹤0.01%
2,417
+12
844
$329K ﹤0.01%
+13,970
845
$328K ﹤0.01%
4,897
846
$328K ﹤0.01%
2,969
-138
847
$328K ﹤0.01%
1,886
-237
848
$327K ﹤0.01%
1,860
+73
849
$326K ﹤0.01%
4,568
-671
850
$325K ﹤0.01%
829
-6
32 33
34
35 36