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
876
$298K ﹤0.01%
3,172
-872
877
$298K ﹤0.01%
1,936
-52
878
$298K ﹤0.01%
21,225
-26
879
$297K ﹤0.01%
1,590
+126
880
$296K ﹤0.01%
2,136
+199
881
$293K ﹤0.01%
8,067
+408
882
$292K ﹤0.01%
11,944
883
$292K ﹤0.01%
1,425
-1
884
$292K ﹤0.01%
5,771
+44
885
$292K ﹤0.01%
1,652
-175
886
$291K ﹤0.01%
6,960
-701
887
$291K ﹤0.01%
7,545
-1,083
888
$289K ﹤0.01%
1,472
889
$288K ﹤0.01%
3,715
+23
890
$287K ﹤0.01%
4,235
-45
891
$286K ﹤0.01%
8,001
-243
892
$286K ﹤0.01%
4,523
-477
893
$286K ﹤0.01%
+8,152
894
$285K ﹤0.01%
1,154
-50
895
$285K ﹤0.01%
1,651
+319
896
$283K ﹤0.01%
7,640
897
$283K ﹤0.01%
9,591
-105
898
$283K ﹤0.01%
+1,118
899
$282K ﹤0.01%
6,915
900
$281K ﹤0.01%
6,219
+404
34 35
36
37 38