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
926
$258K ﹤0.01%
987
-867
927
$258K ﹤0.01%
12,275
-96
928
$258K ﹤0.01%
+9,811
929
$258K ﹤0.01%
13,892
-3,107
930
$257K ﹤0.01%
+6,032
931
$256K ﹤0.01%
+5,463
932
$255K ﹤0.01%
3,945
+462
933
$255K ﹤0.01%
26
-14
934
$252K ﹤0.01%
+1,446
935
$251K ﹤0.01%
10,478
-2,984
936
$251K ﹤0.01%
5,825
-132
937
$250K ﹤0.01%
2,315
-56
938
$250K ﹤0.01%
+7,075
939
$249K ﹤0.01%
1,913
+60
940
$248K ﹤0.01%
+6,995
941
$247K ﹤0.01%
2,738
-80
942
$244K ﹤0.01%
+6,873
943
$243K ﹤0.01%
2,708
-94
944
$242K ﹤0.01%
+4,205
945
$242K ﹤0.01%
5,494
-28
946
$242K ﹤0.01%
6,054
-1,131
947
$239K ﹤0.01%
+3,433
948
$239K ﹤0.01%
11,404
949
$238K ﹤0.01%
+1,636
950
$238K ﹤0.01%
31,432
+3,587
36 37
38
39 40