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
CHT icon
3226
Chunghwa Telecom
CHT
$33.2B
$206K ﹤0.01%
+4,425
EGBN icon
3227
Eagle Bancorp
EGBN
$498M
$206K ﹤0.01%
10,570
-16
FLG
3228
Flagstar Bank National Association
FLG
$4.59B
$206K ﹤0.01%
19,387
+1,218
IVZ icon
3229
Invesco
IVZ
$11B
$205K ﹤0.01%
13,012
-2,935
RDY icon
3230
Dr. Reddy's Laboratories
RDY
$11.5B
$205K ﹤0.01%
13,628
-1,849
NOMD icon
3231
Nomad Foods
NOMD
$1.78B
$205K ﹤0.01%
12,039
-690
ROIV icon
3232
Roivant Sciences
ROIV
$14.8B
$204K ﹤0.01%
18,143
+4,211
LAKE icon
3233
Lakeland Industries
LAKE
$159M
$204K ﹤0.01%
14,997
+2,481
IPO icon
3234
Renaissance IPO ETF
IPO
$165M
$204K ﹤0.01%
+4,541
QDF icon
3235
FlexShares Quality Dividend Index Fund
QDF
$2.01B
$204K ﹤0.01%
2,787
-657
CSPF
3236
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$59.2M
$204K ﹤0.01%
8,004
CBRL icon
3237
Cracker Barrel
CBRL
$668M
$204K ﹤0.01%
+3,337
PSCH icon
3238
Invesco S&P SmallCap Health Care ETF
PSCH
$148M
$204K ﹤0.01%
5,086
+21
DAUG icon
3239
FT Vest US Equity Deep Buffer ETF August
DAUG
$362M
$203K ﹤0.01%
+4,881
FFA
3240
First Trust Enhanced Equity Income Fund
FFA
$436M
$203K ﹤0.01%
+9,911
BNDS
3241
Infrastructure Capital Bond Income ETF
BNDS
$17.7M
$203K ﹤0.01%
4,100
NNE
3242
Nano Nuclear Energy
NNE
$1.84B
$203K ﹤0.01%
+5,877
USDX icon
3243
SGI Enhanced Core ETF
USDX
$396M
$203K ﹤0.01%
7,901
JNUG icon
3244
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$552M
$202K ﹤0.01%
2,550
-1,916
BGY icon
3245
BlackRock Enhanced International Dividend Trust
BGY
$528M
$202K ﹤0.01%
34,934
-576
BATT icon
3246
Amplify Lithium & Battery Technology ETF
BATT
$84.2M
$202K ﹤0.01%
21,593
-2,000
QS icon
3247
QuantumScape
QS
$8.8B
$202K ﹤0.01%
29,987
+6,376
HIW icon
3248
Highwoods Properties
HIW
$3.19B
$201K ﹤0.01%
+6,477
SPXS icon
3249
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$4.01B
$201K ﹤0.01%
4,291
-10
MBI icon
3250
MBIA
MBI
$380M
$201K ﹤0.01%
46,324
+16,502
128 129
130
131 132