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
1051
$9.97K ﹤0.01%
+738
1052
$9.89K ﹤0.01%
+42,995
1053
– –
-3,788
1054
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-1,582
1055
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-1,666
1056
– –
-16,929
1057
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-6,444
1058
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-3,223
1059
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-2,261
1060
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-2,049
1061
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-4,742
1062
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-8,759
1063
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-774
1064
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-13,416
1065
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-10,826
1066
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-10,245
1067
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-3,265
1068
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-21,430
1069
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-13,032
1070
– –
-1,694
1071
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-3,858
1072
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-10,473
1073
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-11,409
1074
– –
-12,257
1075
– –
-11,428
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