Portfolio von UNITED CAPITAL FINANCIAL ADVISORS, LLC
1404 gemeldete Positionen · zum 31.03.2026
Originalmeldung · Zehn größte Positionen: 31.6 % des Aktienteils
Aufteilung nach Branche
- Fonds 20,9 %
- Technologie 11,4 %
- Finanzen 5,0 %
- Kommunikation 4,1 %
- Industrie 3,5 %
- Gesundheit 3,4 %
- Zyklischer Konsum 2,9 %
- Basiskonsum 2,3 %
- Energie 0,7 %
- Versorger 0,6 %
- Immobilien 0,5 %
- Rohstoffe 0,3 %
- Nicht zugeordnet 44,3 %
Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.
Aufteilung nach Währung
- USD 100,0 %
Die gemeldete Notierungswährung jeder Position.
Länderaufteilung
- US 98,6 %
- NL 0,4 %
- DK 0,3 %
- TW 0,2 %
- GB 0,2 %
- ES 0,1 %
- IT 0,0 %
- BR 0,0 %
- JP 0,0 %
- IN 0,0 %
- KR 0,0 %
- FR 0,0 %
- Weitere Länder 0,1 %
Anteile berechnet auf den Aktienteil.
| Rang | Land | Positionen | Wert | Anteil |
|---|---|---|---|---|
| 1 | US | 1.336 | 15 Mrd. $ | 98,56 % |
| 2 | NL | 5 | 65,4 Mio. $ | 0,43 % |
| 3 | DK | 1 | 38,7 Mio. $ | 0,25 % |
| 4 | TW | 3 | 37,8 Mio. $ | 0,25 % |
| 5 | GB | 16 | 27,8 Mio. $ | 0,18 % |
| 6 | ES | 3 | 10,4 Mio. $ | 0,07 % |
| 7 | IT | 1 | 7,6 Mio. $ | 0,05 % |
| 8 | BR | 7 | 7,5 Mio. $ | 0,05 % |
| 9 | JP | 6 | 6,3 Mio. $ | 0,04 % |
| 10 | IN | 5 | 3,9 Mio. $ | 0,03 % |
| 11 | KR | 6 | 2,9 Mio. $ | 0,02 % |
| 12 | FR | 1 | 2,4 Mio. $ | 0,02 % |
Positionen
| Rang | Gesellschaft | Stücke | Wert | Gewicht |
|---|---|---|---|---|
| 1.301 | Yum China Holdings Inc | 4.596 | 224.170 $ | |
| 1.302 | HEICO Corp | 1.060 | 223.806 $ | |
| 1.303 | State Street Blackstone Senior Loan ETF | 5.567 | 223.757 $ | |
| 1.304 | Carlyle Group Inc/The | 4.609 | 223.051 $ | |
| 1.305 | Silgan Holdings Inc | 5.722 | 222.014 $ | |
| 1.306 | Commercial Metals Co | 3.595 | 220.820 $ | |
| 1.307 | Spire Inc | 2.438 | 220.737 $ | |
| 1.308 | PBF Energy Inc | 4.614 | 219.719 $ | |
| 1.309 | Procore Technologies Inc | 3.843 | 219.051 $ | |
| 1.310 | iShares Global Clean Energy ETF | 11.997 | 218.221 $ | |
| 1.311 | Schwab US TIPS ETF | 8.190 | 217.856 $ | |
| 1.312 | Choice Hotels International Inc | 2.101 | 217.459 $ | |
| 1.313 | Veris Residential Inc | 11.516 | 217.307 $ | |
| 1.314 | Smith & Nephew PLC | 6.814 | 216.540 $ | |
| 1.315 | Vanguard Emerging Markets Government Bond ETF | 3.292 | 215.725 $ | |
| 1.316 | First Financial Bankshares Inc | 7.300 | 214.985 $ | |
| 1.317 | Hercules Capital Inc | 14.513 | 214.357 $ | |
| 1.318 | WESCO International Inc | 781 | 213.697 $ | |
| 1.319 | Pearson PLC | 16.203 | 212.751 $ | |
| 1.320 | Dillard's Inc | 371 | 212.253 $ | |
| 1.321 | Bath & Body Works Inc | 11.368 | 212.242 $ | |
| 1.322 | Aegon Ltd | 29.216 | 212.105 $ | |
| 1.323 | United Microelectronics Corp | 23.585 | 211.795 $ | |
| 1.324 | Bright Horizons Family Solutions Inc | 2.572 | 211.197 $ | |
| 1.325 | Healthcare Realty Trust Inc | 12.424 | 211.084 $ | |
| 1.326 | Warner Music Group Corp | 8.246 | 210.609 $ | |
| 1.327 | EnerSys | 1.209 | 210.027 $ | |
| 1.328 | Wynn Resorts Ltd | 2.066 | 209.804 $ | |
| 1.329 | Graham Holdings Co | 197 | 208.280 $ | |
| 1.330 | Zeta Global Holdings Corp | 13.054 | 207.820 $ | |
| 1.331 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 2.852 | 206.041 $ | |
| 1.332 | BankUnited Inc | 4.536 | 204.846 $ | |
| 1.333 | Crane Co | 1.191 | 203.661 $ | |
| 1.334 | Grand Canyon Education Inc | 1.195 | 203.186 $ | |
| 1.335 | 10X Genomics Inc | 9.564 | 203.044 $ | |
| 1.336 | Sabra Health Care REIT Inc | 10.477 | 201.473 $ | |
| 1.337 | Associated Banc-Corp | 7.775 | 201.062 $ | |
| 1.338 | EPAM Systems Inc | 1.480 | 200.392 $ | |
| 1.339 | Vale SA | 12.458 | 198.213 $ | |
| 1.340 | Uranium Energy Corp | 14.658 | 197.883 $ | |
| 1.341 | Hecla Mining Co | 10.420 | 194.119 $ | |
| 1.342 | VF Corp | 11.394 | 193.591 $ | |
| 1.343 | Coeur Mining Inc | 10.076 | 189.127 $ | |
| 1.344 | TIC Solutions Inc | 27.477 | 180.799 $ | |
| 1.345 | Callaway Golf Co | 12.970 | 180.024 $ | |
| 1.346 | Wendy's Co/The | 25.825 | 179.485 $ | |
| 1.347 | Independence Realty Trust Inc | 11.485 | 171.012 $ | |
| 1.348 | FNB Corp/PA | 10.055 | 168.127 $ | |
| 1.349 | DoubleVerify Holdings Inc | 17.646 | 167.637 $ | |
| 1.350 | ADT Inc | 24.808 | 162.989 $ | |
| 1.351 | NuScale Power Corp | 14.865 | 161.137 $ | |
| 1.352 | DXC Technology Co | 12.386 | 155.692 $ | |
| 1.353 | SentinelOne Inc | 11.550 | 148.764 $ | |
| 1.354 | CORE SCIENTIFIC INC | 16.100 | 147.315 $ | |
| 1.355 | Western Union Co/The | 16.606 | 144.974 $ | |
| 1.356 | Avantor Inc | 18.491 | 144.969 $ | |
| 1.357 | Paramount Skydance Corp. | 15.437 | 139.241 $ | |
| 1.358 | Aurora Innovation Inc | 32.985 | 135.898 $ | |
| 1.359 | Organon & Co | 22.481 | 134.663 $ | |
| 1.360 | Diversified Healthcare Trust | 20.279 | 134.653 $ | |
| 1.361 | United-Guardian Inc | 20.070 | 134.469 $ | |
| 1.362 | ZoomInfo Technologies Inc | 21.955 | 131.291 $ | |
| 1.363 | LG Display Co Ltd | 33.323 | 129.293 $ | |
| 1.364 | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 14.713 | 127.410 $ | |
| 1.365 | Turkcell Iletisim Hizmetleri AS | 20.993 | 126.588 $ | |
| 1.366 | Telefonica SA | 28.924 | 125.530 $ | |
| 1.367 | Invivyd Inc | 96.507 | 125.459 $ | |
| 1.368 | Gladstone Commercial Corp | 10.960 | 125.273 $ | |
| 1.369 | Newell Brands Inc | 35.175 | 120.650 $ | |
| 1.370 | OneSpan Inc | 10.969 | 115.504 $ | |
| 1.371 | Invesco Preferred ETF | 10.609 | 115.423 $ | |
| 1.372 | Medical Properties Trust Inc | 24.787 | 114.764 $ | |
| 1.373 | Pimco Corporate & Income Opportunity Fund | 10.000 | 114.200 $ | |
| 1.374 | Masterbrand Inc | 12.223 | 101.573 $ | |
| 1.375 | QuantumScape Corp | 14.785 | 94.328 $ | |
| 1.376 | Coty Inc | 46.832 | 94.132 $ | |
| 1.377 | Redwood Trust Inc | 15.735 | 88.273 $ | |
| 1.378 | Aveanna Healthcare Holdings Inc | 13.684 | 88.125 $ | |
| 1.379 | Goodyear Tire & Rubber Co/The | 13.213 | 87.602 $ | |
| 1.380 | Piedmont Realty Trust Inc | 13.097 | 86.047 $ | |
| 1.381 | CCC Intelligent Solutions Holdings Inc | 14.082 | 84.492 $ | |
| 1.382 | Apartment Investment and Management Co | 20.491 | 83.398 $ | |
| 1.383 | NCR Voyix Corp | 12.490 | 79.062 $ | |
| 1.384 | Snap Inc | 17.000 | 78.201 $ | |
| 1.385 | Newsmax Inc | 14.255 | 74.411 $ | |
| 1.386 | Certara Inc | 12.803 | 72.977 $ | |
| 1.387 | Gerdau SA | 20.084 | 72.503 $ | |
| 1.388 | eXp World Holdings Inc | 12.092 | 72.431 $ | |
| 1.389 | Dauch Corporation | 11.512 | 68.266 $ | |
| 1.390 | Cricut Inc | 18.202 | 68.075 $ | |
| 1.391 | Peloton Interactive Inc | 15.134 | 64.925 $ | |
| 1.392 | Banco Bradesco SA | 16.701 | 60.959 $ | |
| 1.393 | IRIDEX CORP | 57.529 | 58.104 $ | |
| 1.394 | MannKind Corp | 23.550 | 57.698 $ | |
| 1.395 | Ambev SA | 18.526 | 54.095 $ | |
| 1.396 | Octave Specialty Group Inc | 10.405 | 48.383 $ | |
| 1.397 | CBRE Global Real Estate Income | 10.447 | 44.295 $ | |
| 1.398 | AdvisorShares Trust | 11.968 | 42.869 $ | |
| 1.399 | American Battery Technology Co | 12.879 | 35.932 $ | |
| 1.400 | Douglas Elliman Inc | 15.444 | 25.328 $ |