UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$18.1B
Holdings
1,181
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (1,181 positions)
| Stock | Value |
|---|---|
MHFWestern Asset Muni High Income | $417K |
—Broadmark Realty Capital Ord | $416K |
WDIVSPDR S&P Global Dividend ETF | $415K |
XHBSPDR S&P Homebuilders ETF | $414K |
YYY*Amplify High Income ETF | $412K |
J2AWilldan Group Inc | $411K |
MCXMcCormick & Co Inc Non-Voting | $410K |
SKYYFirst Trust Cloud Computing ETF | $409K |
FTECFidelity MSCI Information Tech ETF | $408K |
ABXBarrick Gold Corp | $407K |
ACADACADIA Pharmaceuticals Inc | $403K |
AALAmerican Airlines Group Inc | $401K |
INGING Groep NV | $400K |
BERYEURBerry Global Group Inc | $399K |
EWJiShares MSCI Japan | $399K |
CFCF Industries Holdings Inc | $397K |
IEPIcahn Enterprises LP | $396K |
CA8ACACI International Inc | $390K |
QQEWFirst Trust NASDAQ-100 Equal Wtd ETF | $389K |
WSBCWesbanco Inc | $387K |
MUSAMurphy USA Inc | $385K |
IYEiShares U.S. Energy ETF | $384K |
ACWXiShares MSCI ACWI ex US ETF | $383K |
TQQQProShares UltraPro QQQ | $383K |
FCVTFirst Trust SSI Strat Convert Secs ETF | $381K |
DNPDNP Select Income | $381K |
ROKRockwell Automation Inc | $380K |
WHRWhirlpool Corp | $379K |
COOThe Cooper Companies Inc | $379K |
ETSYEtsy Inc com | $377K |
ARKGARK Genomic Revolution ETF | $376K |
PEJInvesco Dynamic Leisure and Entmnt ETF | $375K |
BFLYBUTTERFLY NETWORK CL A ORD | $374K |
HALOHalozyme Therapeutics Inc | $374K |
PAASPan American Silver Corp | $374K |
QCLNFirst Trust NASDAQ Cln Edge GrnEngyETF | $373K |
TFINTriumph Bancorp Inc | $371K |
MXIMMaxim Integrated Products Inc | $369K |
PTCPTC Inc | $364K |
GL40INDUS REALTY TRUST INC COM | $363K |
FLT1EURFleetcor Technologies Inc | $363K |
DVNDevon Energy Corp | $362K |
ALNTAllied Motion Technologies Inc | $359K |
FNDASchwab Fundamental US Small Company ETF | $358K |
EIXEdison International | $355K |
KYNKayne Anderson MLP/Midstream | $354K |
DELLDell Technologies Inc | $352K |
UDRUDR Inc | $349K |
LLoews Corp | $348K |
—Retail Properties of America Inc | $345K |
DTHWisdomTree International High Div ETF | $345K |
FNDESchwab Fundamental Emerg Mkts Lg Co ETF | $345K |
VDEVanguard Energy ETF | $343K |
HCMHUTCHISON CHINA MEDITECH - ADR | $340K |
WTWWillis Towers Watson Public Limited Company Shs | $339K |
HSICHenry Schein Inc | $337K |
ROKURoku Inc | $337K |
NPFINuveen Pref & Income Securities Fund | $336K |
IEIiShares 3-7 Year Treasury Bond ETF | $336K |
HSTHost Hotels & Resorts Inc | $335K |
HEPUSDHolly Energy Partners LP | $333K |
CHICalamos Convertible Opps & Income | $329K |
VOOGVanguard S&P 500 Growth ETF | $323K |
SCHRSchwab Intermediate-Term US Trs ETF | $320K |
PRFInvesco FTSE RAFI US 1000 ETF | $320K |
FCXFreeport-McMoRan Inc | $319K |
SMHVanEck Vectors Semiconductor ETF | $319K |
BHPBhp Billiton Ltd | $318K |
FNKOFunko Inc | $312K |
ETREntergy Corp | $312K |
NVRNVR Inc | $311K |
ICLNiShares Global Clean Energy | $311K |
PBWInvesco WilderHill Clean Energy ETF | $309K |
FBINFortune Brands Home & Security Inc | $306K |
BYNDBeyond Meat Inc | $306K |
AWCAmerican Water Works Co Inc | $304K |
FITBFifth Third Bancorp | $303K |
CPBCampbell Soup Co | $301K |
ILTBiShares Core 10 Year USD Bond ETF | $301K |
FCNCAFirst Citizens Bksh | $301K |
CHGGChegg Inc | $300K |
PMLPIMCO Municipal Income II | $300K |
WTPIWisdomTree CBOE S&P500 PutWriteStrat ETF | $299K |
IGFiShares Global Infrastructure | $298K |
CLOUGlobal X Cloud Computing ETF | $297K |
EWLiShares MSCI Switzerland ETF | $296K |
VLUEiShares MSCI USA Value Factor ETF | $296K |
ADMArcher-Daniels Midland Co | $295K |
ICCHICC Holdings Inc | $294K |
—Invesco Global Listed Private Equity ETF | $293K |
EWCiShares MSCI Canada | $290K |
ACMAECOM | $289K |
ESGEiShares ESG Aware MSCI EM ETF | $289K |
TDCTeradata Corp | $289K |
FIVNFive9 Inc | $287K |
GENNortonLifeLock Inc | $287K |
CITCintas Corp | $285K |
XSLVInvesco S&P SmallCap Low Volatility ETF | $284K |
PKNPerkinElmer Inc | $284K |
VOXVanguard Telecommunication Services ETF | $283K |