United Capital Financial Advisers, LLC
CIK Number: 0001463217
11.69B
Market Value
1,031
# of Holdings
26 months
Avg. Holding Period
35.75%
Win Rate
6.67%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 548.18 | +0.03% | 1.66M | -3.38% | 892.61M | 362 | 7.54% |
| 2 | IVV | iShares Core S&... | 599.22 | +0.05% | 970.3K | -3.86% | 571.2M | 313.49 | 4.82% |
| 3 | BSV | Vanguard Short-... | 78.19 | +0.24% | 5.16M | +0.09% | 399.03M | 75.43 | 3.37% |
| 4 | AAPL | Apple Inc. | 202.99 | -0.14% | 1.44M | -2.13% | 361.13M | 33.16 | 3.05% |
| 5 | IEFA | iShares Core MS... | 83.25 | +0.53% | 4.36M | +0.87% | 306.22M | 60.53 | 2.59% |
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