UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$15.5B

Holdings

1,350

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (1,350 positions)

#	Stock	Shares	Value	% Portfolio	Type
701	BKLNInvesco Senior Loan ETF	55,455	$1.3M	0.01%
702	AVDAmerican Vanguard Corp	64,946	$1.3M	0.01%
703	MCKMcKesson Corp	9,120	$1.3M	0.01%
704	EGPEastGroup Properties Inc	9,490	$1.3M	0.01%
705	IAUUSDiShares Gold Trust	86,724	$1.3M	0.01%
706	PEJInvesco Dynamic Leisure and Entmnt ETF	27,846	$1.3M	0.01%
707	ORLYO'Reilly Automotive Inc	2,852	$1.3M	0.01%
708	W3UThe Western Union Co	46,583	$1.2M	0.01%
709	CPTCamden Property Trust	11,701	$1.2M	0.01%
710	EXRExtra Space Storage Inc	11,747	$1.2M	0.01%
711	JCIJohnson Controls International PLC	30,262	$1.2M	0.01%
712	HTAEURHealthcare Trust of America Inc	40,631	$1.2M	0.01%
713	AYIAcuity Brands Inc	8,908	$1.2M	0.01%
714	EESWisdomTree US SmallCap Earnings ETF	31,669	$1.2M	0.01%
715	ARIApollo Commercial Real Estate Finance Inc	66,533	$1.2M	0.01%
716	MAAMid-America Apartment Communities Inc	9,189	$1.2M	0.01%
717	WFC 7.5 PERP LWells Fargo & Co	835	$1.2M	0.01%
718	SHMSPDR Nuveen Blmbg Barclays ST MunBd ETF	24,664	$1.2M	0.01%
719	ASHRXtrackers Harvest CSI 300 China A ETF	40,639	$1.2M	0.01%
720	CMFiShares California Muni Bond ETF	19,614	$1.2M	0.01%
721	STXSeagate Technology PLC	20,157	$1.2M	0.01%
722	PEOExelon Corp	26,181	$1.2M	0.01%
723	SPSBSPDR Portfolio Short Term Corporate Bond ETF	38,719	$1.2M	0.01%
724	APPFAppFolio Inc	10,838	$1.2M	0.01%
725	QUSSPDR MSCI USA StrategicFactors ETF	12,445	$1.2M	0.01%
726	PCHPotlatchDeltic Corp	26,598	$1.2M	0.01%
727	RWXSPDR Dow Jones International RelEst ETF	29,574	$1.1M	0.01%
728	DRIDarden Restaurants Inc	10,499	$1.1M	0.01%
729	VDCVanguard Consumer Staples ETF	7,076	$1.1M	0.01%
730	DSIiShares MSCI KLD 400 Social ETF	9,499	$1.1M	0.01%
731	CDWCDW Corp	7,968	$1.1M	0.01%
732	JBGSJBG SMITH Properties	28,243	$1.1M	0.01%
733	PG4Principal Financial Group Inc	20,500	$1.1M	0.01%
734	VFCVF Corp	11,299	$1.1M	0.01%
735	IYEiShares U.S. Energy ETF	35,276	$1.1M	0.01%
736	VIOOVanguard S&P Small-Cap 600 ETF	7,391	$1.1M	0.01%
737	IYRiShares US Real Estate	12,150	$1.1M	0.01%
738	ROKURoku Inc	8,348	$1.1M	0.01%
739	METMetLife Inc	21,785	$1.1M	0.01%
740	IRWDIronwood Pharmaceuticals Inc	83,177	$1.1M	0.01%
741	BKHBlack Hills Corp	14,000	$1.1M	0.01%
742	GUNRFlexShares Mstar Glbl Upstrm Nat Res ETF	32,721	$1.1M	0.01%
743	PBCTEURPeople's United Financial Inc	64,762	$1.1M	0.01%
744	IRIngersoll-Rand PLC	8,221	$1.1M	0.01%
745	EMLPFirst Trust North Amer Engy InfrasETF	42,883	$1.1M	0.01%
746	RHRH Com	5,117	$1.1M	0.01%
747	AOAiShares Core Aggressive Allocation ETF	18,835	$1.1M	0.01%
748	FDO.FMacy's Inc	54,292	$1.1M	0.01%	Call
749	LGLVSPDR SSGA US Large Cap Low Volatil ETF	9,502	$1.1M	0.01%
750	VYXNCR Corp	30,715	$1.1M	0.01%
751	CMCCommercial Metals Co	48,223	$1.1M	0.01%
752	BHPBhp Billiton Ltd	19,626	$1.1M	0.01%
753	BDJBlackRock Enhanced Equity Div	108,057	$1.1M	0.01%
754	HPEHewlett Packard Enterprise Co	67,538	$1.1M	0.01%
755	IEPIcahn Enterprises LP	17,409	$1.1M	0.01%
756	WPMWheaton Precious Metals Corp	35,979	$1.1M	0.01%
757	GPNGlobal Payments Inc	5,856	$1.1M	0.01%
758	TLHiShares 10-20 Year Treasury Bond ETF	7,414	$1.1M	0.01%
759	LUVSouthwest Airlines Co	19,716	$1.1M	0.01%
760	SBACSBA Communications Corp	4,409	$1.1M	0.01%
761	PKGPackaging Corp of America	9,491	$1.1M	0.01%
762	—AllianzGI Equity & Conv Inc	46,765	$1.1M	0.01%
763	AZTABrooks Automation Inc	25,211	$1.1M	0.01%
764	SPHQInvesco S&P 500 Quality ETF	28,857	$1.1M	0.01%
765	KEXKirby Corp	11,775	$1.1M	0.01%
766	SCVLShoe Carnival Inc	28,278	$1.1M	0.01%
767	CINFCincinnati Financial Corp	10,016	$1.1M	0.01%
768	CNRCanadian National Railway Co	11,645	$1.1M	0.01%
769	NLYEURAnnaly Capital Management Inc	111,542	$1.1M	0.01%
770	TTDThe Trade Desk Inc Com Cl A	4,012	$1.0M	0.01%
771	DTHWisdomTree International High Div ETF	24,715	$1.0M	0.01%
772	CHCOCity Holding Co	6,561	$1.0M	0.01%	Put
773	HBANHuntington Bancshares Inc	68,643	$1.0M	0.01%
774	FIVEFive Below Inc	7,990	$1.0M	0.01%
775	KNKnowles Corp	48,310	$1.0M	0.01%
776	JXIiShares Global Utilities ETF	17,347	$1.0M	0.01%
777	IPGThe Interpublic Group of Companies Inc	44,128	$1.0M	0.01%
778	RWRSPDR Dow Jones REIT ETF	9,923	$1.0M	0.01%
779	FSSFederal Signal Corp	31,286	$1.0M	0.01%
780	XRXXerox Holdings Corp	27,351	$1.0M	0.01%
781	NWLNewell Brands Inc	52,326	$1.0M	0.01%
782	HEPUSDHolly Energy Partners LP	45,323	$1.0M	0.01%
783	MRSHMarsh & Mclennan Companies Inc	8,983	$1.0M	0.01%
784	HPHelmerich & Payne Inc	21,990	$999K	0.01%
785	SPSMSPDR Portfolio Small Cap ETF	30,574	$998K	0.01%
786	RVLVRevolve Group Inccl A	54,202	$995K	0.01%
787	EXPEagle Materials Inc	10,975	$995K	0.01%
788	FXRFirst Trust Indtls/PrdcrDurbAlphaDEXETF	21,991	$992K	0.01%
789	CUBECubeSmart	31,495	$991K	0.01%
790	ABJAABB Ltd	41,064	$989K	0.01%
791	SIRIEURSirius XM Holdings Inc	138,123	$988K	0.01%
792	EBAeBay Inc	27,290	$985K	0.01%
793	FNVFranco-Nevada Corp	9,515	$983K	0.01%
794	GWXSPDR S&P International Small Cap ETF	30,686	$978K	0.01%
795	IDV*iShares International Select Dividend	28,982	$973K	0.01%
796	CAHCardinal Health Inc	19,129	$971K	0.01%
797	DTEDTE Energy Co	7,478	$971K	0.01%
798	TELTE Connectivity Ltd	10,019	$960K	0.01%
799	SAVESpirit Airlines Inc	23,706	$956K	0.01%
800	KIMKimco Realty Corp	45,873	$950K	0.01%

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