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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 $11,845,880,585
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 1,656,638 $892,613,214 7.53%
2.
Ishares Trust
 IEF 970,299 $571,195,752 4.82%
3.
Vanguard Bond Index Funds
 BND 5,164,091 $399,029,336 3.36%
4.
Apple Inc.
 AAPL 1,442,100 $361,130,632 3.04%
5.
Ishares Core Msci Eafe Etf
 4,357,174 $306,222,156 2.58%
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)