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
1026
$145K ﹤0.01%
23,926
+504
1027
$144K ﹤0.01%
+11,267
1028
$138K ﹤0.01%
16,360
+2,393
1029
$137K ﹤0.01%
31,433
+6,865
1030
$112K ﹤0.01%
16,300
+1,777
1031
$109K ﹤0.01%
+12,254
1032
$108K ﹤0.01%
16,100
1033
$107K ﹤0.01%
10,960
+182
1034
$90.2K ﹤0.01%
2,555
+1,497
1035
$81.8K ﹤0.01%
12,447
1036
$78.9K ﹤0.01%
13,482
-2,288
1037
$69.1K ﹤0.01%
+14,755
1038
$61.1K ﹤0.01%
14,872
-5,254
1039
$50.7K ﹤0.01%
18,580
+4,771
1040
$48.6K ﹤0.01%
+10,380
1041
$45.7K ﹤0.01%
+10,751
1042
$45.1K ﹤0.01%
26,547
+2,577
1043
$44.2K ﹤0.01%
16,617
-4,554
1044
$40.9K ﹤0.01%
14,355
+3,104
1045
$40K ﹤0.01%
16,390
-5,009
1046
$39.2K ﹤0.01%
11,187
+187
1047
$32.7K ﹤0.01%
17,874
+7,799
1048
$30.2K ﹤0.01%
13,341
+3,215
1049
$22.2K ﹤0.01%
25,850
1050
$17K ﹤0.01%
10,000
40 41
42
43 44