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
101
$23.5M 0.19%
89,738
-637
102
$22.8M 0.19%
54,654
-329
103
$22.7M 0.19%
133,077
-9,606
104
$22.6M 0.19%
46,365
+778
105
$22.5M 0.19%
208,940
+1,989
106
$22.3M 0.18%
85,257
+5,145
107
$22M 0.18%
23,177
-1,132
108
$21.9M 0.18%
77,663
-6,574
109
$21.7M 0.18%
467,692
-76,573
110
$21.6M 0.18%
154,993
-476
111
$21.6M 0.18%
78,126
-3,898
112
$21.5M 0.18%
180,754
-5,094
113
$21.3M 0.18%
241,130
-143,557
114
$21.3M 0.18%
402,641
+9,762
115
$21.1M 0.17%
65,450
-497
116
$20.9M 0.17%
104,229
-8,927
117
$20.9M 0.17%
941,166
-46,869
118
$20.7M 0.17%
246,364
-7,802
119
$20.6M 0.17%
37,016
-2,057
120
$20.5M 0.17%
32,517
-224
121
$20.4M 0.17%
52,169
-922
122
$20.4M 0.17%
24,477
-145
123
$20.2M 0.17%
347,180
-20,105
124
$20.1M 0.17%
91,009
-3,577
125
$19.7M 0.16%
269,746
-17,791
3 4
5
6 7