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
201
$8.82M 0.07%
28,969
+628
202
$8.78M 0.07%
87,755
-5,322
203
$8.65M 0.07%
83,207
-2,842
204
$8.3M 0.07%
65,818
-3,097
205
$8.08M 0.07%
155,899
-98
206
$7.94M 0.07%
361,058
+3,411
207
$7.83M 0.06%
75,424
-5,247
208
$7.78M 0.06%
57,949
-1,444
209
$7.68M 0.06%
44,928
+1,976
210
$7.67M 0.06%
42,800
+4,763
211
$7.66M 0.06%
264,783
-18,803
212
$7.61M 0.06%
84,343
-3,507
213
$7.4M 0.06%
179,149
-8,980
214
$7.38M 0.06%
113,615
-1,818
215
$7.27M 0.06%
57,567
+782
216
$7.16M 0.06%
66,853
+5,095
217
$7.14M 0.06%
228,156
-6,548
218
$7.04M 0.06%
59,910
-4,671
219
$6.79M 0.06%
143,050
-6,452
220
$6.74M 0.06%
73,434
+7,693
221
$6.7M 0.06%
35,099
-1,715
222
$6.67M 0.05%
79,752
-2,827
223
$6.63M 0.05%
79,701
-1,508
224
$6.53M 0.05%
142,867
-376
225
$6.5M 0.05%
110,163
-4,035
7 8
9
10 11