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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 $12,050,975,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 2,021,264 $882,888,168 7.32%
2.
Ishares Trust
 IEF 1,506,682 $719,636,452 5.97%
3.
Vanguard Bond Index Funds
 BND 5,382,469 $414,557,768 3.44%
4.
Apple Inc.
 AAPL 1,800,733 $346,695,204 2.87%
5.
Ishares Core Msci Eafe Etf
 4,603,168 $323,832,840 2.68%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)