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
951
$238K ﹤0.01%
45,514
-2,643
952
$236K ﹤0.01%
+1,576
953
$236K ﹤0.01%
+3,354
954
$235K ﹤0.01%
4,499
955
$234K ﹤0.01%
2,072
-956
956
$232K ﹤0.01%
+19,581
957
$231K ﹤0.01%
2,340
-133
958
$231K ﹤0.01%
+7,364
959
$231K ﹤0.01%
7,291
-1,511
960
$231K ﹤0.01%
+669
961
$230K ﹤0.01%
667
962
$230K ﹤0.01%
+14,465
963
$228K ﹤0.01%
12,956
+88
964
$227K ﹤0.01%
2,598
+54
965
$227K ﹤0.01%
+841
966
$227K ﹤0.01%
+4,584
967
$226K ﹤0.01%
2,668
-95,434
968
$226K ﹤0.01%
+1,133
969
$225K ﹤0.01%
9,715
-390
970
$225K ﹤0.01%
11,300
971
$224K ﹤0.01%
7,695
+491
972
$224K ﹤0.01%
+8,355
973
$224K ﹤0.01%
+2,703
974
$223K ﹤0.01%
11,000
975
$223K ﹤0.01%
+764
37 38
39
40 41