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
176
$10.7M 0.09%
78,493
-1,769
177
$10.6M 0.09%
143,906
+1,861
178
$10.4M 0.09%
77,139
+755
179
$10.4M 0.09%
50,216
-1,260
180
$10.3M 0.09%
80,725
+1,571
181
$10.3M 0.08%
393,890
-16,175
182
$10.2M 0.08%
218,114
-781
183
$9.88M 0.08%
82,505
-84
184
$9.87M 0.08%
135,932
-1,856
185
$9.84M 0.08%
94,622
-1,834
186
$9.79M 0.08%
347,526
-18,381
187
$9.77M 0.08%
42,455
-883
188
$9.74M 0.08%
44,047
-2,926
189
$9.65M 0.08%
153,120
+1,864
190
$9.63M 0.08%
373,854
-19,478
191
$9.44M 0.08%
104,383
-1,417
192
$9.32M 0.08%
121,335
-5,520
193
$9.26M 0.08%
80,505
-2,051
194
$9.17M 0.08%
40,599
+100
195
$9.14M 0.08%
18,033
+19
196
$9.04M 0.07%
177,105
-14,723
197
$9.04M 0.07%
174,626
+10,032
198
$8.91M 0.07%
224,531
+2,627
199
$8.86M 0.07%
383,163
-11,270
200
$8.85M 0.07%
46,918
-1,136
6 7
8
9 10