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Home > Institutional Investor > United Capital Financial Advisers, Llc > Profile

Instuitional Investor - United Capital Financial Advisers, Llc

Fund Profile
Filing Period:
Fund Name: United Capital Financial Advisers, Llc
Portfolio Value $11,686,820,095
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 1,645,585 $845,682,417 7.24%
2.
Ishares Trust
 IEF 984,859 $553,392,299 4.74%
3.
Vanguard Bond Index Funds
 BND 4,917,718 $384,958,977 3.29%
4.
Ishares Core Msci Eafe Etf
 4,747,245 $359,129,098 3.07%
5.
Apple Inc.
 AAPL 1,469,502 $326,420,524 2.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)