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
901
$279K ﹤0.01%
2,631
-10,735
902
$278K ﹤0.01%
750
+48
903
$277K ﹤0.01%
5,660
+12
904
$276K ﹤0.01%
2,522
+293
905
$276K ﹤0.01%
+8,204
906
$275K ﹤0.01%
13,430
+385
907
$275K ﹤0.01%
5,807
-1,259
908
$274K ﹤0.01%
609
+4
909
$274K ﹤0.01%
3,505
-503
910
$273K ﹤0.01%
4,219
+2
911
$273K ﹤0.01%
1,172
-562
912
$271K ﹤0.01%
2,132
-145
913
$270K ﹤0.01%
1,288
+172
914
$270K ﹤0.01%
3,636
+702
915
$270K ﹤0.01%
3,335
+336
916
$270K ﹤0.01%
5,272
-388
917
$268K ﹤0.01%
+1,606
918
$266K ﹤0.01%
7,684
+555
919
$265K ﹤0.01%
+5,881
920
$263K ﹤0.01%
+3,862
921
$262K ﹤0.01%
1,911
+39
922
$260K ﹤0.01%
15,088
-654
923
$259K ﹤0.01%
+2,652
924
$259K ﹤0.01%
6,321
-155
925
$259K ﹤0.01%
5,129
+829
35 36
37
38 39