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
976
$222K ﹤0.01%
3,967
-724
977
$221K ﹤0.01%
+8,606
978
$221K ﹤0.01%
2,182
-35
979
$221K ﹤0.01%
8,003
-8,551
980
$220K ﹤0.01%
8,206
-1,010
981
$219K ﹤0.01%
1,131
-99
982
$219K ﹤0.01%
446
+4
983
$219K ﹤0.01%
+1,044
984
$219K ﹤0.01%
2,004
-81
985
$218K ﹤0.01%
+951
986
$218K ﹤0.01%
2,089
987
$217K ﹤0.01%
+506
988
$215K ﹤0.01%
+3,523
989
$214K ﹤0.01%
+3,469
990
$213K ﹤0.01%
20,540
+9,252
991
$211K ﹤0.01%
11,051
-421
992
$211K ﹤0.01%
+9,107
993
$211K ﹤0.01%
561
-29
994
$210K ﹤0.01%
5,701
+314
995
$210K ﹤0.01%
+2,146
996
$210K ﹤0.01%
32,845
-1,065
997
$209K ﹤0.01%
+722
998
$209K ﹤0.01%
+2,204
999
$208K ﹤0.01%
+28,818
1000
$208K ﹤0.01%
4,147
-252
38 39
40
41 42