HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.8B
AUM Growth
+$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,757
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$107M
3
+$96.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$79.7M
5
META icon
Meta Platforms (Facebook)
META
+$76.9M

Top Sells

1
+$48.6M
2
+$46.9M
3
+$44.7M
4
V icon
Visa
V
+$44.5M
5
QLTY icon
GMO US Quality ETF
QLTY
+$43.7M

Sector Composition

1 Technology 13.55%
2 Financials 10.32%
3 Consumer Discretionary 5.93%
4 Industrials 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBOX icon
2551
Freedom Day Dividend ETF
MBOX
$123M
$472K ﹤0.01%
14,060
-4,923
JNPR
2552
DELISTED
Juniper Networks
JNPR
$472K ﹤0.01%
11,816
-26,927
HNDL icon
2553
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$675M
$471K ﹤0.01%
21,763
+20
EH
2554
EHang Holdings
EH
$1.09B
$470K ﹤0.01%
+27,099
LAD icon
2555
Lithia Motors
LAD
$7.13B
$470K ﹤0.01%
1,392
-349
CGMS icon
2556
Capital Group US Multi-Sector Income ETF
CGMS
$3.28B
$470K ﹤0.01%
17,001
+5,817
ILCV icon
2557
iShares Morningstar Value ETF
ILCV
$1.13B
$469K ﹤0.01%
5,625
+181
EMO
2558
ClearBridge Energy Midstream Opportunity Fund
EMO
$816M
$469K ﹤0.01%
9,775
+17
BDN
2559
Brandywine Realty Trust
BDN
$606M
$469K ﹤0.01%
109,287
+16,502
FR icon
2560
First Industrial Realty Trust
FR
$7.38B
$469K ﹤0.01%
9,738
-84
LCTD icon
2561
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$252M
$466K ﹤0.01%
9,158
-192
IEV icon
2562
iShares Europe ETF
IEV
$2.24B
$466K ﹤0.01%
7,364
+1,111
IYLD icon
2563
iShares Morningstar Multi-Asset Income ETF
IYLD
$123M
$465K ﹤0.01%
22,412
+1,387
ASAN icon
2564
Asana
ASAN
$2.99B
$465K ﹤0.01%
34,426
-12,810
USPH icon
2565
US Physical Therapy
USPH
$1.09B
$464K ﹤0.01%
5,937
+618
ESNT icon
2566
Essent Group
ESNT
$5.94B
$464K ﹤0.01%
7,633
-607
SSUS icon
2567
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$569M
$463K ﹤0.01%
10,306
-16,054
LIT icon
2568
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$462K ﹤0.01%
12,041
-2,835
BF.A icon
2569
Brown-Forman Class A
BF.A
$13.1B
$462K ﹤0.01%
16,827
-558
CHI
2570
Calamos Convertible Opportunities and Income Fund
CHI
$829M
$462K ﹤0.01%
43,939
-18,716
PKB icon
2571
Invesco Building & Construction ETF
PKB
$290M
$462K ﹤0.01%
5,749
-1,181
EUSB icon
2572
iShares ESG Advanced Universal USD Bond ETF
EUSB
$693M
$462K ﹤0.01%
10,600
-239
QGEN icon
2573
Qiagen
QGEN
$9.61B
$462K ﹤0.01%
9,603
-730
PWB icon
2574
Invesco Large Cap Growth ETF
PWB
$1.33B
$461K ﹤0.01%
3,922
-30
IMAX icon
2575
IMAX
IMAX
$1.88B
$461K ﹤0.01%
16,471
+4,883
101 102
103
104 105