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 |
|---|---|
IUSBiShares Core Total USD Bond Market ETF | $282K |
IEXIDEX Corp | $281K |
AOUTAMERICAN OUTDOOR BRANDS ORD | $281K |
RPGInvesco S&P 500 Pure Growth ETF | $279K |
LYFTLyft Inc | $279K |
EQNREquinor Asa Sponsored Adr | $279K |
IOOiShares Global 100 ETF | $276K |
HCAHCA Healthcare Inc | $276K |
NACNuveen CA Quality Muni Income | $276K |
CREECree Inc | $275K |
PSECProspect Capital Corp | $274K |
MUCBlackRock MuniHoldings Qty II | $274K |
SMOGVanEck Vectors Low Carbon Energy ETF | $272K |
ADXAdams Diversified Equity Fund | $270K |
FLG 6 11/01/51New York Community Capital Trust V | $270K |
ISCBiShares Morningstar Small-Cap ETF | $270K |
WF2Wintrust Financial Corp | $269K |
—ETFMG Alternative Harvest ETF | $268K |
BCPCBalchem Corp | $267K |
MDBMongodb Inc Cl A | $266K |
LITGlobal X Lithium & Battery Tech ETF | $265K |
—Mantech International Corp | $265K |
CGCCanopy Growth Corp | $264K |
ESGDiShares ESG Aware MSCI EAFE ETF | $263K |
AUBAtlantic Union Bankshares Corp | $262K |
DVADaVita Inc | $260K |
OGEOGE Energy Corp | $260K |
ODFLOld Dominion Freight Line Inc | $259K |
HNIHNI Corp | $257K |
CHPTSwitchback Energy Acquisition Corp | $257K |
CMSCMS Energy Corp | $256K |
EFXEquifax Inc | $253K |
ENOBGBPEnochian BioSciences Inc | $252K |
LBRDKLiberty Broadband Corp | $252K |
CIBRFirst Trust NASDAQ Cybersecurity ETF | $250K |
XLBMaterials Select Sector SPDR ETF | $249K |
LNCLincoln National Corp | $248K |
SLYSpdr S&P 600 Small Cap | $247K |
EWBCEast West Bancorp Inc | $247K |
MCMoelis & Co | $247K |
SBIOALPS Medical Breakthroughs ETF | $246K |
—TriState Capital Holdings Inc | $245K |
LRGFiShares MSCI USA Multifactor ETF | $245K |
KELKellogg Co | $245K |
—ETFMG Prime Mobile Payments ETF | $244K |
WDAYWorkday Inc | $244K |
PHOInvesco Water Resources ETF | $244K |
CLFCleveland-Cliffs Inc | $244K |
FBSSFauquier Bankshares Inc | $242K |
WENThe Wendy's Co | $241K |
—GW Pharmaceuticals PLC | $240K |
EMNEastman Chemical Co | $240K |
STIPiShares 0-5 Year TIPS Bond ETF | $239K |
TQJSignature Bank | $239K |
NSZNetScout Systems Inc | $239K |
DOCHealthpeak Properties Ord | $239K |
FEXFirst Trust Large Cap Core AlphaDEX ETF | $238K |
EVRGEvergy Inc | $238K |
CBOECboe Global Markets Inc | $238K |
TRPTC Energy Corpcom | $237K |
—WBI BullBear Global Income ETF | $236K |
SJNKSPDR Blmbg BarclaysST HY Bd ETF | $236K |
BOKFBOK Financial Corp | $235K |
LKQ1LKQ Corp | $235K |
CAGConagra Brands Inc | $235K |
GAMGeneral American Investors | $235K |
ACGLArch Capital Group Ltd | $235K |
AGIAlamos Gold Inc | $234K |
GGenpact Ltd | $233K |
—Credit Suisse FI Large Cap Gr Enh ETN | $233K |
XOPSPDR S&P Oil & Gas Explor & Prodtn ETF | $232K |
XRXXerox Holdings Corp | $230K |
UNMUnum Group | $229K |
SRLNSPDR Blackstone / GSO Senior Loan ETF | $229K |
MRVLMarvell Technology Group Ltd | $228K |
ULTAUlta Salon Cosmetics & Fragrance Inc | $228K |
GABCGerman American Bancorp | $226K |
HYLSFirst Trust Tactical High Yield ETF | $226K |
GGGGraco Inc | $225K |
COHRII-VI Inc | $225K |
CRLCharles River Laboratories International Inc | $225K |
EXASExact Sciences Corp | $225K |
VEEVVeeva Systems Inc | $224K |
DFJWisdomTree Japan SmallCap Dividend ETF | $223K |
HOGHarley-Davidson Inc | $222K |
RIOTRiot Blockchain Inc | $221K |
AMXNAmerica Movil SAB de CV | $220K |
TYTri-Continental Corporation | $219K |
PBEInvesco Dynamic Biotech & Genome ETF | $219K |
IAA-WUSDIAA Inc | $219K |
NCLHNorwegian Cruise Line Holdings Ltd | $219K |
EVBNUSDEvans Bancorp Inc | $218K |
ILCBiShares Morningstar Large-Cap ETF | $217K |
SSOProShares Ultra S&P500 | $217K |
BCEBce Inc Com New | $216K |
PTLCPacer Trendpilot US Large Cap ETF | $216K |
PTYPIMCO Corporate & Income Opps | $214K |
—Marathon Oil Corporation | $214K |
RNSTRenasant Corp | $212K |
FDHYFidelity High Yield Factor ETF | $212K |