UNITED CAPITAL FINANCIAL ADVISERS, LLC Information

620 NEWPORT CENTER DRIVE, Newport Beach, California, 92660, (949) 999-8500

Report Date: 12/31/2014

Position Statistics

Total Positions 1,211
New Positions 133
Increased Positions 778
Decreased Positions 379
Positions with Activity 1,157
Sold Out Positions 83
Total Mkt Value (in $ millions) 6,833

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.65%
Capital Goods 1.61%
Conglomerates 0.1%
Consumer Cyclical 1.47%
Consumer/Non-Cyclical 4.27%
Energy 5.04%
Financial 56.08%
Healthcare 5.6%
Services 6.81%
Technology 9.58%
Transportation 1.01%
Utilities 1.96%

1,211 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AES CORP COM -159 Sold Out 0
AMERICAN RLTY CAP PPTYS INC COM -622 Sold Out 0
AMTRUST FINL SVCS INC COM -327 Sold Out 0
ATWOOD OCEANICS INC COM -736 Sold Out 0
AVAGO TECHNOLOGIES LTD SHS -362 Sold Out 0
AVALONBAY CMNTYS INC COM -422 Sold Out 0
BARCLAYS BANK PLC ETN DJUBSCOFFE38 -2,069 Sold Out 0
BARCLAYS BK PLC IPATH S&P500 VIX -218 Sold Out 0
BARCLAYS BK PLC IPATH DYNM VIX -244 Sold Out 0
CALIFORNIA RES CORP COM -261 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2014 -6,134 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2014 -79,229 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR 2 GUGG FRNTR MKT -561 Sold Out 0
COLONY CAP INC COM -408 Sold Out 0
COMMERCIAL METALS CO COM -900 Sold Out 0
CONSTELLIUM NV CL A -514 Sold Out 0
CRH PLC ADR -1,011 Sold Out 0
ENCANA CORP COM -2,487 Sold Out 0
ENERPLUS CORP COM -523 Sold Out 0
ETFS PALLADIUM TR SH BEN INT -2,907 Sold Out 0