United Capital Financial Advisers, LLC
CIK Number: 0001463217
12.14B
Market Value
1,026
# of Holdings
24 months
Avg. Holding Period
75.16%
Win Rate
6.51%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 50... | 555.68 | +0.01% | 1.71M | -3.76% | 904.78M | 362 | 7.45% | |
| 2 | Ishares Core S&... | 607.39 | +0.01% | 1.01M | -8.12% | 582.13M | 314.47 | 4.79% | |
| 3 | Vanguard Short-... | 77.47 | -0.12% | 5.16M | -1.33% | 405.99M | 75.42 | 3.34% | |
| 4 | Apple Inc. | 248.21 | +0.10% | 1.47M | -2.93% | 343.31M | 94.66 | 2.83% | |
| 5 | Ishares Core Ms... | 73.47 | -0.29% | 4.32M | -0.22% | 337.13M | 60.44 | 2.78% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options Data
- Instant access to live options data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.