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
626
$714K 0.01%
10,814
-1,200
627
$711K 0.01%
6,999
-1,237
628
$710K 0.01%
14,294
+132
629
$709K 0.01%
15,238
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630
$709K 0.01%
5,630
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631
$707K 0.01%
6,514
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632
$705K 0.01%
4,436
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633
$703K 0.01%
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634
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4,653
-293
635
$702K 0.01%
20,739
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636
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1,488
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637
$696K 0.01%
9,651
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638
$694K 0.01%
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639
$694K 0.01%
14,444
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643
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644
$685K 0.01%
4,171
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645
$684K 0.01%
18,019
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646
$683K 0.01%
64,720
-22,994
647
$681K 0.01%
5,017
-1,089
648
$681K 0.01%
16,776
+152
649
$680K 0.01%
4,870
+21
650
$678K 0.01%
4,042
24 25
26
27 28