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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 $18,151,729,709
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,541,045 $1,154,073,181 6.36%
2.
Vanguard Index Fds - S&P 500 ETF SHS
1,606,745 $1,103,351,700 6.08%
3.
Spdr S & P 500 Etf Trust
 SPY 740,299 $553,101,956 3.05%
4.
Apple Inc.
 AAPL 1,754,234 $507,605,234 2.8%
5.
Ishares Trust
 HYG 5,029,440 $485,866,889 2.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.