United Capital Financial Advisers, LLC
CIK Number: 0001463217
11.85B
Market Value
1,020
# of Holdings
24 months
Avg. Holding Period
76.98%
Win Rate
1.82%
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... | 536.14 | -1.86% | 1.71M | -3.76% | 904.78M | 362 | 7.45% | |
| 2 | Ishares Core S&... | 586.14 | -1.83% | 1.01M | -8.12% | 582.13M | 314.47 | 4.79% | |
| 3 | Vanguard Short-... | 77.96 | -0.19% | 5.16M | -1.33% | 405.99M | 75.42 | 3.34% | |
| 4 | Apple Inc. | 238.04 | -1.57% | 1.47M | -2.93% | 343.31M | 33.25 | 2.83% | |
| 5 | Ishares Core Ms... | 76.28 | +1.20% | 4.32M | -0.22% | 337.13M | 60.44 | 2.78% |
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