Portfolio Holdings & Fund Performance - UNITED CAPITAL FINANCIAL ADVISORS LLC

List of top 200 securities held by UNITED CAPITAL FINANCIAL ADVISORS LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Quarter: 2023Q4
Total Holdings: 1,055
Assets Under Management (AUM) :
$12,033,587,020 ($12.03B)
Reporting Manager: NICHOLE HORTON
Address:

125 E JOHN CARPENTER FRWY
SUITE 1200
IRVING, TX 75062

Since : total money flow = , gains and losses =

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