UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings1,350 positions
ISHARES TR | 19.4M | $488.8M | 3.4% | $20.96 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1.6M | $459.1M | 3.2% | $253.31 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 6M | $366.3M | 2.6% | $48.94 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 2.2M | $336.4M | 2.4% | $24.87 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 3M | $324.4M | 2.3% | $89.43 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 5.9M | $323.6M | 2.3% | $41.76 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 1.5M | $294.2M | 2.1% | $45.22 | 0.00% | 1 qtr | First report 0 |
ISHARES INC | 4.9M | $255.2M | 1.8% | $42.41 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.1M | $226.5M | 1.6% | $84.97 | 0.00% | 1 qtr | First report 0 |
DBX ETF TR | 7.3M | $226.4M | 1.6% | $22.18 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.4M | $202.5M | 1.4% | $70.52 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 1.1M | $134.7M | 0.9% | $110.12 | 0.00% | 1 qtr | First report 0 |
NIKE INC | 1.6M | $134.1M | 0.9% | $75.08 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 1.5M | $130.2M | 0.9% | $66.04 | 0.00% | 1 qtr | First report 0 |
STARBUCKS CORP | 1.7M | $125M | 0.9% | $63.07 | 0.00% | 1 qtr | First report 0 |
EXXON MOBIL CORP | 1.4M | $114.7M | 0.8% | $57.85 | 0.00% | 1 qtr | First report 0 |
STATE STR SPDR S&P 500 ETF T | 391,494 | $110.6M | 0.8% | $253.19 | 0.00% | 1 qtr | First report 0 |
CISCO SYS INC | 2M | $109.1M | 0.8% | $43.34 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 1.9M | $102M | 0.7% | $20.86 | 0.00% | 1 qtr | First report 0 |
PEPSICO INC | 782,510 | $95.9M | 0.7% | $96.97 | 0.00% | 1 qtr | First report 0 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $14.2B across 1350 positions as of Q1 2019. Top holdings: GOVT (3.4%), IVV (3.2%), IEFA (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
First quarter we have for this fund: 1350 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $14.2B across 1350 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR