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
HYLS icon
3626
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
-6,913
ICL icon
3627
ICL Group
ICL
$7.31B
-15,621
IESC icon
3628
IES Holdings
IESC
$8B
-2,085
IGLB icon
3629
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.58B
-6,605
IMKTA icon
3630
Ingles Markets
IMKTA
$1.39B
-3,192
IMXI icon
3631
International Money Express
IMXI
$451M
-12,743
INAB icon
3632
IN8bio
INAB
$7.81M
-333
INTA icon
3633
Intapp
INTA
$3.29B
-13,808
INVH icon
3634
Invitation Homes
INVH
$17.2B
-6,807
IVVM icon
3635
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
$124M
-12,117
IYM icon
3636
iShares US Basic Materials ETF
IYM
$554M
-2,881
JOF
3637
Japan Smaller Capitalization Fund
JOF
$293M
-15,170
JWN
3638
DELISTED
Nordstrom
JWN
-54,557
KMX icon
3639
CarMax
KMX
$5.01B
-5,839
KRC icon
3640
Kilroy Realty
KRC
$5.01B
-34,124
LEGN icon
3641
Legend Biotech
LEGN
$5.91B
-10,197
LEXX icon
3642
Lexaria Bioscience
LEXX
$24.7M
-21,000
LFVN icon
3643
LifeVantage
LFVN
$83.6M
-32,631
LKQ icon
3644
LKQ Corp
LKQ
$7.92B
-6,968
LMND icon
3645
Lemonade
LMND
$5.91B
-1,600
LTH icon
3646
Life Time Group Holdings
LTH
$5.51B
-14,439
LUNR icon
3647
Intuitive Machines
LUNR
$1.13B
-17,242
LZB icon
3648
La-Z-Boy
LZB
$1.28B
-29,635
MBC icon
3649
MasterBrand
MBC
$1.36B
-13,948
MBND icon
3650
State Street Nuveen Municipal Bond ETF
MBND
$28.9M
-13,179