UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings1,196 positions
ISHARES TR | 8.6M | $989.5M | 4.9% | $96.33 | +0.90% | 11 qtrssince 2019-Q1 | Increased 66 |
VANGUARD INDEX FDS | 2.3M | $909.1M | 4.5% | $323.13 | +13.79% | 11 qtrssince 2019-Q1 | Increased 68 |
ISHARES TR | 25.1M | $666.8M | 3.3% | $21.78 | +5.73% | 11 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 1.5M | $665M | 3.3% | $258.60 | +55.41% | 11 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 8.4M | $627M | 3.1% | $50.10 | +25.81% | 11 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 4.1M | $574.2M | 2.9% | $45.26 | +204.97% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 3.8M | $507.9M | 2.5% | $90.02 | +33.61% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.7M | $493.7M | 2.5% | $25.13 | +87.27% | 11 qtrssince 2019-Q1 | Decreased 0 |
BROADSTONE NET LEASE INC | 15.5M | $383.9M | 1.9% | $12.94 | +38.47% | 3 qtrssince 2021-Q1 | Decreased 0 |
ISHARES TR | 6.3M | $379.8M | 1.9% | $42.86 | +14.12% | 11 qtrssince 2019-Q1 | Increased 49 |
MICROSOFT CORP | 1.2M | $335.3M | 1.7% | $118.02 | +129.26% | 11 qtrssince 2019-Q1 | Decreased 0 |
DBX ETF TR | 7.4M | $278.6M | 1.4% | $22.34 | +29.30% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 4.3M | $267.9M | 1.3% | $44.24 | +20.70% | 11 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 2.5M | $265.6M | 1.3% | $86.15 | +5.81% | 11 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 6.4M | $220.2M | 1.1% | $20.86 | +15.27% | 11 qtrssince 2019-Q1 | Increased 54 |
NIKE INC | 1.4M | $208.7M | 1.0% | $76.20 | +73.90% | 11 qtrssince 2019-Q1 | Decreased 0 |
STARBUCKS CORP | 1.7M | $184.5M | 0.9% | $63.92 | +53.28% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 67,249 | $179.8M | 0.9% | $59.48 | +122.63% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.6M | $166.2M | 0.8% | $63.99 | +32.07% | 11 qtrssince 2019-Q1 | Increased 43 |
SPDR SERIES TRUST | 1.5M | $164M | 0.8% | $76.29 | +4.10% | 10 qtrssince 2019-Q2 | Increased 50 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $20B across 1196 positions as of Q3 2021. Top holdings: AGG (4.9%), VOO (4.5%), GOVT (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 55 new positions, 71 exits, 483 increased. Top move: VOO (INCREASED, conviction 68). Portfolio: $20.0B across 1196 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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