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
851
$324K ﹤0.01%
7,144
+4
852
$323K ﹤0.01%
2,161
+40
853
$321K ﹤0.01%
3,100
+135
854
$320K ﹤0.01%
8,071
+945
855
$320K ﹤0.01%
2,994
856
$319K ﹤0.01%
19,075
+3,159
857
$316K ﹤0.01%
+7,559
858
$314K ﹤0.01%
1,977
+686
859
$314K ﹤0.01%
9,453
-619
860
$312K ﹤0.01%
3,969
861
$312K ﹤0.01%
870
-51
862
$308K ﹤0.01%
3,604
-92
863
$308K ﹤0.01%
+10,848
864
$307K ﹤0.01%
8,236
+185
865
$305K ﹤0.01%
3,162
+35
866
$304K ﹤0.01%
3,735
+186
867
$304K ﹤0.01%
14,722
+1,488
868
$303K ﹤0.01%
12,443
-444
869
$302K ﹤0.01%
7,728
-1,465
870
$302K ﹤0.01%
2,988
+249
871
$301K ﹤0.01%
1,442
-22
872
$301K ﹤0.01%
2,803
-57
873
$300K ﹤0.01%
10,129
-2,030
874
$299K ﹤0.01%
684
+19
875
$298K ﹤0.01%
92,042
+9,318
33 34
35
36 37