UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2020 Filing

Filed February 17, 2021

Portfolio Value

$16.6B

Holdings

1,181

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (1,181 positions)

#	Stock	Shares	Value	% Portfolio	Type
501	AG8Agilent Technologies, Inc.	17,256	$2.0M	0.01%
502	ARKKARK Innovation ETF	16,418	$2.0M	0.01%
503	—Nuveen Select Tax Free Income Portfolio 2	127,376	$2.0M	0.01%
504	VTHRVanguard Russell 3000 ETF	11,649	$2.0M	0.01%
505	CMICummins Inc.	8,855	$2.0M	0.01%
506	NADNuveen Quality Municipal Income Fund of Benef.Interest	128,597	$2.0M	0.01%
507	SHYGiShares 0-5 Year High Yield Corporate Bond ETF	43,438	$2.0M	0.01%
508	PIIPolaris Inc.	20,685	$2.0M	0.01%
509	XMLVInvesco S&P MidCap Low Volatility ETF	40,687	$2.0M	0.01%
510	AZNAstrazeneca PLC Sponsored ADR	39,060	$2.0M	0.01%
511	CSTLCastle Biosciences, Inc.	29,080	$2.0M	0.01%
512	XLUUtilities Select Sector SPDR Fund	30,919	$1.9M	0.01%
513	IWSiShares Russell Mid-Cap Value ETF	19,977	$1.9M	0.01%
514	VHTVanguard Health Care ETF	8,633	$1.9M	0.01%
515	QCRHQCR Holdings, Inc.	47,924	$1.9M	0.01%
516	DEODiageo plc Sponsored ADR	11,938	$1.9M	0.01%
517	LVLNSPDR S&P Regional Banking ETF	36,432	$1.9M	0.01%
518	HASHasbro, Inc.	20,017	$1.9M	0.01%
519	TTTrane Technologies plc	12,865	$1.9M	0.01%
520	DALDelta Air Lines, Inc.	46,381	$1.9M	0.01%
521	IAUUSDiShares Gold Trust	102,791	$1.9M	0.01%
522	TRVTravelers Companies, Inc.	13,110	$1.8M	0.01%
523	SNYSanofi SA Sponsored ADR	37,740	$1.8M	0.01%
524	ETEnergy Transfer, L.P.	295,757	$1.8M	0.01%
525	WMWaste Management, Inc.	15,484	$1.8M	0.01%
526	SCZiShares MSCI EAFE Small-Cap ETF	26,665	$1.8M	0.01%
527	ESGUiShares ESG Aware MSCI USA ETF	21,187	$1.8M	0.01%
528	BENFranklin Resources, Inc.	72,911	$1.8M	0.01%
529	NTAPNetApp, Inc.	27,414	$1.8M	0.01%	Put
530	RDS/ARoyal Dutch Shell Plc Sponsored ADR Class A	51,592	$1.8M	0.01%
531	TLTiShares 20 Year Treasury Bond ETF	11,477	$1.8M	0.01%
532	BANXStoneCastle Financial Corp.	93,250	$1.8M	0.01%
533	PANWPalo Alto Networks, Inc.	5,031	$1.8M	0.01%
534	IGViShares Expanded Tech-Software Sector ETF	5,026	$1.8M	0.01%
535	WECWEC Energy Group Inc	19,195	$1.8M	0.01%
536	SRESempra Energy	13,757	$1.8M	0.01%
537	VPUVanguard Utilities ETF	12,765	$1.8M	0.01%
538	PXDEURPioneer Natural Resources Company	15,379	$1.8M	0.01%
539	TFISPDR Nuveen Bloomberg Barclays Municipal Bond ETF	33,183	$1.7M	0.01%
540	RCI/BRogers Communications Inc. Class B	36,834	$1.7M	0.01%
541	IPInternational Paper Company	34,326	$1.7M	0.01%
542	QTECFirst Trust NASDAQ-100 Technology Sector Index Fund	12,305	$1.7M	0.01%
543	MPCMarathon Petroleum Corporation	41,035	$1.7M	0.01%
544	SUSAiShares MSCI USA ESG Select ETF	20,395	$1.7M	0.01%
545	ELSEquity LifeStyle Properties, Inc.	26,441	$1.7M	0.01%
546	AOMiShares Core Moderate Allocation ETF	38,707	$1.7M	0.01%
547	OXYOccidental Petroleum Corporation	96,322	$1.7M	0.01%
548	BONDPIMCO Active Bond ETF	14,730	$1.7M	0.01%
549	AERAerCap Holdings NV	36,363	$1.7M	0.01%
550	WELLWelltower, Inc.	25,526	$1.6M	0.01%
551	NVROEURNevro Corp.	9,508	$1.6M	0.01%
552	INVHInvitation Homes, Inc.	55,280	$1.6M	0.01%
553	AONAon Plc Class A	7,734	$1.6M	0.01%
554	IDUiShares U.S. Utilities ETF	21,048	$1.6M	0.01%
555	CONECyrusOne, Inc.	22,185	$1.6M	0.01%
556	RGLDRoyal Gold, Inc.	15,096	$1.6M	0.01%
557	AGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund	29,835	$1.6M	0.01%
558	LYBLyondellBasell Industries NV	17,464	$1.6M	0.01%
559	NBISYandex NV Class A	22,921	$1.6M	0.01%
560	CICigna Corporation	7,527	$1.6M	0.01%
561	SCHWCharles Schwab Corporation	29,505	$1.6M	0.01%
562	JPUSJPMorgan Diversified Return U.S. Equity ETF	18,613	$1.6M	0.01%
563	DVOLFirst Trust Dorsey Wright Momentum & Low Volatility ETF	63,297	$1.6M	0.01%
564	MTBM&T Bank Corporation	12,203	$1.6M	0.01%
565	GLWCorning Inc	43,109	$1.6M	0.01%
566	PAAPlains All American Pipeline, L.P.	187,010	$1.5M	0.01%
567	ZMZoom Video Communications, Inc. Class A	4,516	$1.5M	0.01%
568	GLPGGalapagos NV Sponsored ADR	15,253	$1.5M	0.01%
569	FVDFirst Trust Value Line Dividend Index Fund	42,979	$1.5M	0.01%
570	SILGlobal X Silver Miners ETF	33,008	$1.5M	0.01%
571	WITWipro Limited Sponsored ADR	266,177	$1.5M	0.01%
572	WNSNWNS (Holdings) Limited Sponsored ADR	20,853	$1.5M	0.01%
573	ELPCCompanhia Paranaense de Energia Sponsored ADR Pfd Class B	104,509	$1.5M	0.01%
574	XBISPDR S&P BIOTECH ETF	10,606	$1.5M	0.01%
575	QAIIQ Hedge Multi-Strategy Tracker ETF	46,508	$1.5M	0.01%
576	ZTSZoetis, Inc. Class A	8,921	$1.5M	0.01%
577	ASNDAscendis Pharma A/S Sponsored ADR	8,830	$1.5M	0.01%
578	HYLBXtrackers USD High Yield Corporate Bond ETF	29,252	$1.5M	0.01%
579	SNOWSnowflake, Inc. Class A	5,193	$1.5M	0.01%
580	R6C2Royal Dutch Shell Plc Sponsored ADR Class B	43,203	$1.5M	0.01%
581	SPSMSPDR Portfolio S&P 600 Small Cap ETF	40,482	$1.4M	0.01%
582	WYWeyerhaeuser Company	42,720	$1.4M	0.01%
583	PCHPotlatchDeltic Corporation	28,631	$1.4M	0.01%
584	INFYInfosys Limited Sponsored ADR	84,063	$1.4M	0.01%
585	BKBank of New York Mellon Corporation	33,557	$1.4M	0.01%
586	MLB1MercadoLibre, Inc.	847	$1.4M	0.01%
587	SYYSysco Corporation	18,815	$1.4M	0.01%
588	RDYDr. Reddy's Laboratories Ltd. Sponsored ADR	19,596	$1.4M	0.01%
589	IEIiShares 3-7 Year Treasury Bond ETF	10,497	$1.4M	0.01%
590	VAREURVarian Medical Systems, Inc.	7,953	$1.4M	0.01%
591	GLPIGaming and Leisure Properties, Inc.	32,670	$1.4M	0.01%
592	APPFAppFolio Inc Class A	7,688	$1.4M	0.01%
593	OMEROmeros Corporation	96,303	$1.4M	0.01%
594	WPMWheaton Precious Metals Corp	32,741	$1.4M	0.01%
595	EGPEastGroup Properties, Inc.	9,892	$1.4M	0.01%
596	NWLNewell Brands Inc	63,699	$1.4M	0.01%
597	EOGEOG Resources, Inc.	26,929	$1.3M	0.01%
598	SNAPSnap, Inc. Class A	26,730	$1.3M	0.01%
599	SPSBSPDR Portfolio Short Term Corporate Bond ETF	42,549	$1.3M	0.01%
600	AMJEURJ.P. Morgan Alerian MLP Index ETN	95,990	$1.3M	0.01%

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