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
576
$868K 0.01%
5,211
+1,255
577
$865K 0.01%
10,798
+2,626
578
$864K 0.01%
40,938
-3,035
579
$861K 0.01%
3,576
+93
580
$859K 0.01%
971
+8
581
$859K 0.01%
9,224
-3
582
$858K 0.01%
37,189
+6,916
583
$855K 0.01%
16,724
-636
584
$854K 0.01%
12,984
-230
585
$850K 0.01%
20,957
-2,053
586
$847K 0.01%
5,790
-124
587
$844K 0.01%
8,471
-1,916
588
$844K 0.01%
3,563
+339
589
$842K 0.01%
21,536
-3,685
590
$840K 0.01%
2,278
+21
591
$832K 0.01%
7,632
+416
592
$829K 0.01%
10,073
+205
593
$827K 0.01%
33,774
-2,750
594
$824K 0.01%
14,817
+8
595
$820K 0.01%
12,149
-636
596
$815K 0.01%
5,995
-165
597
$806K 0.01%
4,159
+1,674
598
$805K 0.01%
27,644
+1,756
599
$789K 0.01%
3,613
-33
600
$788K 0.01%
4,591
+355
22 23
24
25 26