United-Capital-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "PINS",
  "SE",
  "ARES",
  "FSV",
  "MPWR",
  "ARGX",
  null,
  null,
  "RRX",
  null,
  null,
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MORN",
  "NTR",
  null,
  "TROW",
  null,
  "ITUB",
  "RJF",
  "AES",
  "AR",
  "MOS",
  "AAL",
  null,
  "HUM",
  null,
  null,
  "PCG",
  null,
  "RF",
  "SMCI",
  "BCE",
  null,
  "FWONK",
  "SNOW",
  "MU",
  null,
  "ACN",
  "ZS",
  "ITT",
  null,
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "SFNC",
  "JLL",
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "ALNY",
  "VDE",
  null,
  "AXP",
  null,
  "ATMU",
  "AEG",
  null,
  "SCHH",
  "AFRM",
  "AMG",
  "AIG",
  "MT",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "E",
  null,
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  "BRO",
  "AIT",
  "KMX",
  "CP.TO",
  "ARCC",
  null,
  "SAN",
  "WRB",
  "BSX",
  "CSQ",
  null,
  null,
  "CLM",
  null,
  "DBEF",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  null,
  "LNC",
  null,
  null,
  null,
  "LINE",
  "NSSC",
  "DUK",
  null,
  "D",
  "NICE",
  null,
  "ESS",
  "PUK",
  "EBAY",
  "PDI",
  "RL",
  "FSLY",
  "WTRG",
  "EQH",
  null,
  null,
  "EQNR",
  "EOG",
  null,
  "TDS",
  "EXPE",
  "EXPD",
  "FFIV",
  "UG",
  "PNR",
  "LOGI",
  "FFBC",
  "FERG",
  null,
  "FCX",
  "CION",
  "FITB",
  "IBKR",
  null,
  null,
  "GD",
  "GILD",
  null,
  "ALNT",
  "AVK",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  "RPM",
  "FBIN",
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  "SCCO",
  "LAMR",
  "ISRG",
  "GLP",
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  "EMXC",
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "IVVD",
  "BKNG",
  "ICE",
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  "LDI",
  "MBCN",
  null,
  "HEFA",
  null,
  null,
  "IVW",
  null,
  "IJH",
  "QCRH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "CFBK",
  null,
  null,
  "OXLC",
  null,
  null,
  "KNSL",
  "KGC",
  "KMI",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "PODD",
  "MDT",
  "APA",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "CORZ",
  "DOUG",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "FICO",
  "FHN",
  "FIS",
  "FYBR",
  "FTV",
  "GE",
  "GPC",
  "NTRS",
  "NI",
  "HEI",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "NVS",
  "TEVA",
  "NU",
  "OXY",
  null,
  null,
  null,
  "OMC",
  "ODFL",
  null,
  null,
  null,
  null,
  "ORLY",
  "ICLR",
  "EMN",
  "ADM",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VGIT",
  null,
  "VHT",
  "AMH",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  "REG",
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  null,
  null,
  "PBR",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "KB",
  "KEYS",
  null,
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  "NMR",
  "AMGN",
  "KVUE",
  "MAS",
  "PKG",
  "MSTR",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  "IOT",
  "FNDX",
  null,
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  null,
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SSNC",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TKC",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "PNFP",
  "MET",
  "VV",
  "RCL",
  "VOE",
  "OGE",
  "MRNA",
  "SCHW",
  "MNST",
  "EWBC",
  "PPC",
  "ALC",
  "ACWV",
  "PNW",
  null,
  "VWO",
  "LKQ",
  "JBL",
  "VSS",
  "CHT",
  null,
  "IWV",
  null,
  "SBAC",
  null,
  null,
  "NJR",
  "VCIT",
  "PRMB",
  null,
  "NGG",
  "EME",
  "VIG",
  null,
  null,
  null,
  "LYG",
  null,
  "TTE",
  "TRGP",
  null,
  "TEF",
  "ACP",
  "TXT",
  "TMP",
  "TSCO",
  "GAIN",
  "ULTA",
  "IWO",
  "XLB",
  "PTON",
  "SU",
  "WY",
  "MTD",
  "IWN",
  "GDDY",
  "SNY",
  "IEF",
  "GL",
  "GGG",
  null,
  "TSM",
  "IT",
  "GSK",
  "GPN",
  null,
  "RMD",
  null,
  null,
  "ETR",
  "BN.TO",
  "VTR",
  "VYM",
  "AHR",
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  null,
  null,
  "ATO",
  "ARE",
  "ALGN",
  "ADSK",
  "AON",
  "SSB",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "VNO",
  "SF",
  "APTV",
  "ACGL",
  "TMHC",
  null,
  "TOL",
  "AVY",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "EL",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "IR",
  "AIZ",
  "NCLH",
  "CAH",
  "AEP",
  "BKR",
  "ES",
  "GOOD",
  "IAUX",
  "IFF",
  "NOTV",
  "INVH",
  null,
  "IDXX",
  null,
  "RHP",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  "TTWO",
  "CMS",
  null,
  "IVE",
  "LCID",
  "HCA",
  "PFG",
  "LUV",
  null,
  "IVZ",
  null,
  "ESGD",
  null,
  "DKS",
  "HII",
  null,
  null,
  "DOX",
  "ELS",
  null,
  "EGP",
  "NWSA",
  "HDB",
  "ABEV",
  null,
  null,
  null,
  "HBAN",
  "RGA",
  null,
  "ACM",
  "VEU",
  "VPL",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VNQI",
  null,
  "VYMI",
  "MGK",
  null,
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WDC",
  "WFC",
  "WST",
  "WELL",
  null,
  "WSM",
  "WIT",
  "WTFC",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "WH",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XPO",
  "XYL",
  "ZBRA",
  "IUSG",
  null,
  null,
  null,
  null,
  "LNT",
  "UMC",
  null,
  "DTE",
  "OC",
  "GRMN",
  "PTC",
  "FNF",
  "POST",
  "FR",
  "FOXA",
  "MTB",
  "CNQ",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  null,
  "IHG",
  "SCHA",
  "MSCI",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "NOK",
  "RDY",
  "INFY",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "MGM",
  "ESLT",
  "TER",
  "SO",
  "TAK",
  "TTD",
  "ON",
  null,
  "SON",
  "SBSW",
  "TRMB",
  "PPL",
  "OKTA",
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  "SW",
  "PSX",
  "ROL",
  "CRM",
  "SWKS",
  "RVTY",
  "SHG",
  "RBLX",
  "TDY",
  "SUI",
  "PSO",
  "SYY",
  "DIA",
  "TS",
  null,
  null,
  "SPOT",
  null,
  null,
  "LYV",
  null,
  null,
  "IXUS",
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  "ZION",
  "HALO",
  null,
  "IUSV",
  null,
  "UHS",
  null,
  "GEV",
  "CHWY",
  "MELI",
  "TRI.TO",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "SPYV",
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  null,
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  null,
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  null,
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  "AXGN",
  "BALL",
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  "BBD",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  null,
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  "BAX",
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  "BRBR",
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  "BKH",
  "BBY",
  "TECH",
  null,
  null,
  null,
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  null,
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  "BNL",
  "BR",
  "CACI",
  "CHRW",
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  "CADE",
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  "CDNS",
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  "CCL",
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  "CBOE",
  "CE",
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  "CDW",
  "IGR",
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  "CASY",
  "CVE",
  "CNC",
  "CNP",
  "CF",
  "CRL",
  "CVX",
  "LNG",
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  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMA",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRAI",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CWK",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DAY",
  "DE",
  "DB",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFS",
  "DLR",
  "DOCU",
  "RSP",
  null,
  "IJT",
  null,
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  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
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  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 1,055
Total Value: 10893381476
Accession Number: 0001463217-25-000003
Form Type: 13F-HR
CIK: united-capital-financial-advisors
Manager Name: United-Capital-Financial-Advisors

Data Enrichment

77% identified

814 identified241 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,055 positions • $10.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:78.8K

Value:$39.0M

% of Portfolio:0.4% ($39.0M/$10.9B)

464288653

Shares:372.3K

Value:$38.6M

% of Portfolio:0.4% ($38.6M/$10.9B)

UNILEVER PLC

UL|904767704

Shares:641.4K

Value:$38.2M

% of Portfolio:0.4% ($38.2M/$10.9B)

Walmart Inc.

WMT|931142103

Shares:430.9K

Value:$37.8M

% of Portfolio:0.3% ($37.8M/$10.9B)

RTX Corp

RTX|75513E101

Shares:285.0K

Value:$37.7M

% of Portfolio:0.3% ($37.7M/$10.9B)

ADOBE INC.

ADBE|00724F101

Shares:96.4K

Value:$37.0M

% of Portfolio:0.3% ($37.0M/$10.9B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:69.7K

Value:$36.5M

% of Portfolio:0.3% ($36.5M/$10.9B)

LOWES COMPANIES INC

LOW|548661107

Shares:155.8K

Value:$36.3M

% of Portfolio:0.3% ($36.3M/$10.9B)

Broadcom Inc.

AVGO|11135F101

Shares:216.8K

Value:$36.3M

% of Portfolio:0.3% ($36.3M/$10.9B)

ASML HOLDING NV

ASML|N07059210

Shares:54.2K

Value:$35.9M

% of Portfolio:0.3% ($35.9M/$10.9B)

922908769

VTI|922908769

Shares:128.1K

Value:$35.2M

% of Portfolio:0.3% ($35.2M/$10.9B)

46436E718

Shares:327.5K

Value:$33.0M

% of Portfolio:0.3% ($33.0M/$10.9B)

EXXON MOBIL CORP

XOM|30231G102

Shares:275.1K

Value:$32.7M

% of Portfolio:0.3% ($32.7M/$10.9B)

78464A284

Shares:1.3M

Value:$32.5M

% of Portfolio:0.3% ($32.5M/$10.9B)

46434G764

EMXC|46434G764

Shares:587.4K

Value:$32.4M

% of Portfolio:0.3% ($32.4M/$10.9B)

T-Mobile US, Inc.

TMUS|872590104

Shares:117.3K

Value:$31.3M

% of Portfolio:0.3% ($31.3M/$10.9B)

464288646

Shares:589.0K

Value:$30.8M

% of Portfolio:0.3% ($30.8M/$10.9B)

464287101

Shares:112.0K

Value:$30.3M

% of Portfolio:0.3% ($30.3M/$10.9B)

464287614

IWF|464287614

Shares:83.1K

Value:$30.0M

% of Portfolio:0.3% ($30.0M/$10.9B)

464287507

IJH|464287507

Shares:511.6K

Value:$29.9M

% of Portfolio:0.3% ($29.9M/$10.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	78.8K	QoQ -1.06% (-851) YoY -16.62% (-15.7K)	All Managers (Combined)	$39.0M	0.4% ($39.0M/$10.9B)	QoQ -6.12% (-$2.5M) YoY +3.46% (-$1.3M)
(cusip464288653)✕	372.3K	QoQ +15391.34% (+369.9K) YoY NEW(+372.3K)	All Managers (Combined)	$38.6M	0.4% ($38.6M/$10.9B)	QoQ +16047.71% (+$38.4M) YoY NEW(+$38.6M)
UNILEVER PLC(ULcusip904767704)	641.4K	QoQ +7.02% (+42.1K) YoY +24.14% (+124.7K)	All Managers (Combined)	$38.2M	0.4% ($38.2M/$10.9B)	QoQ +12.40% (+$4.2M) YoY +47.29% (+$12.3M)
Walmart Inc.(WMTcusip931142103)	430.9K	QoQ -15.18% (-77.1K) YoY -40.68% (-295.6K)	All Managers (Combined)	$37.8M	0.3% ($37.8M/$10.9B)	QoQ -17.58% (-$8.1M) YoY -13.45% (-$5.9M)
RTX Corp(RTXcusip75513E101)	285.0K	QoQ -19.55% (-69.3K) YoY -14.49% (-48.3K)	All Managers (Combined)	$37.7M	0.3% ($37.7M/$10.9B)	QoQ -7.91% (-$3.2M) YoY +16.13% (-$5.2M)
ADOBE INC.(ADBEcusip00724F101)	96.4K	QoQ -13.78% (-15.4K) YoY -26.12% (-34.1K)	All Managers (Combined)	$37.0M	0.3% ($37.0M/$10.9B)	QoQ -25.64% (-$12.7M) YoY -43.85% (-$28.9M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	69.7K	QoQ -5.49% (-4.1K) YoY -14.14% (-11.5K)	All Managers (Combined)	$36.5M	0.3% ($36.5M/$10.9B)	QoQ -2.15% (-$802.6K) YoY -9.10% (-$3.7M)
LOWES COMPANIES INC(LOWcusip548661107)	155.8K	QoQ +0.14% (-233) YoY -14.94% (-27.4K)	All Managers (Combined)	$36.3M	0.3% ($36.3M/$10.9B)	QoQ -5.35% (-$2.1M) YoY -22.12% (-$10.3M)
Broadcom Inc.(AVGOcusip11135F101)	216.8K	QoQ -10.92% (-26.6K) YoY +677.79% (-188.9K)	All Managers (Combined)	$36.3M	0.3% ($36.3M/$10.9B)	QoQ -35.67% (-$20.1M) YoY -1.74% (-$645.5K)
ASML HOLDING NV(ASMLcusipN07059210)	54.2K	QoQ +79.71% (+24.0K) YoY +117.00% (+29.2K)	All Managers (Combined)	$35.9M	0.3% ($35.9M/$10.9B)	QoQ +71.81% (+$15.0M) YoY +48.16% (+$11.7M)
(VTIcusip922908769)	128.1K	QoQ -3.61% (-4.8K) YoY -6.99% (-9.6K)	All Managers (Combined)	$35.2M	0.3% ($35.2M/$10.9B)	QoQ -8.58% (-$3.3M) YoY -1.64% (-$588.4K)
(cusip46436E718)✕	327.5K	QoQ +14.86% (+42.4K) YoY +12.64% (+36.8K)	All Managers (Combined)	$33.0M	0.3% ($33.0M/$10.9B)	QoQ +15.26% (+$4.4M) YoY +12.59% (+$3.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	275.1K	QoQ +6.30% (+16.3K) YoY +25.93% (+56.7K)	All Managers (Combined)	$32.7M	0.3% ($32.7M/$10.9B)	QoQ +17.53% (+$4.9M) YoY +28.85% (+$7.3M)
(cusip78464A284)✕	1.3M	QoQ -1.80% (-23.7K) YoY -2.39% (-31.6K)	All Managers (Combined)	$32.5M	0.3% ($32.5M/$10.9B)	QoQ -3.18% (-$1.1M) YoY -4.18% (-$1.4M)
(EMXCcusip46434G764)	587.4K	QoQ -14.14% (-96.7K) YoY +22.56% (+108.2K)	All Managers (Combined)	$32.4M	0.3% ($32.4M/$10.9B)	QoQ -14.69% (-$5.6M) YoY +17.28% (+$4.8M)
T-Mobile US, Inc.(TMUScusip872590104)	117.3K	QoQ -2.61% (-3.1K) YoY -15.65% (-21.8K)	All Managers (Combined)	$31.3M	0.3% ($31.3M/$10.9B)	QoQ +17.67% (-$4.7M) YoY +37.81% (-$8.6M)
(cusip464288646)✕	589.0K	QoQ -8.13% (-52.1K) YoY -21.11% (-157.7K)	All Managers (Combined)	$30.8M	0.3% ($30.8M/$10.9B)	QoQ -6.94% (-$2.3M) YoY -19.43% (-$7.4M)
(cusip464287101)✕	112.0K	QoQ +402.92% (+89.8K) YoY +361.00% (+87.7K)	All Managers (Combined)	$30.3M	0.3% ($30.3M/$10.9B)	QoQ +371.54% (+$23.9M) YoY +404.63% (+$24.3M)
(IWFcusip464287614)	83.1K	QoQ -0.87% (-734) YoY -9.69% (-8.9K)	All Managers (Combined)	$30.0M	0.3% ($30.0M/$10.9B)	QoQ -10.86% (-$3.7M) YoY -3.25% (-$1.0M)
(IJHcusip464287507)	511.6K	QoQ 0.00% (-37) YoY -4.68% (-25.2K)	All Managers (Combined)	$29.9M	0.3% ($29.9M/$10.9B)	QoQ -6.36% (-$2.0M) YoY -8.43% (-$2.8M)