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
276
$4.64M 0.04%
16,104
-663
277
$4.6M 0.04%
18,145
+1,737
278
$4.6M 0.04%
54,977
-2,651
279
$4.58M 0.04%
132,688
-603
280
$4.56M 0.04%
40,351
+666
281
$4.55M 0.04%
13,136
-57
282
$4.54M 0.04%
36,961
-1,653
283
$4.53M 0.04%
29,826
-3,579
284
$4.52M 0.04%
18,184
-1,198
285
$4.43M 0.04%
7,577
-103
286
$4.42M 0.04%
59,727
+60
287
$4.39M 0.04%
32,862
-1,624
288
$4.35M 0.04%
49,588
-3,839
289
$4.35M 0.04%
179,148
+17,864
290
$4.22M 0.03%
192,449
-8,728
291
$4.21M 0.03%
+130,560
292
$4.17M 0.03%
53,229
-5,139
293
$4.16M 0.03%
383,629
-8,519
294
$4.12M 0.03%
16,213
+1,120
295
$4.11M 0.03%
71,374
-2,873
296
$4.11M 0.03%
39,453
-359
297
$4.09M 0.03%
98,169
+74
298
$4.03M 0.03%
20,628
+349
299
$4.03M 0.03%
159,772
-4,547
300
$3.99M 0.03%
84,694
-133
10 11
12
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