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
AXON icon
401
Axon Enterprise
AXON
$44.9B
$36.1M 0.05%
43,604
-19,032
VOT icon
402
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$36M 0.05%
126,470
+13,856
KKR icon
403
KKR & Co
KKR
$110B
$36M 0.05%
270,329
+185,134
IBIT icon
404
iShares Bitcoin Trust
IBIT
$77.6B
$35.9M 0.05%
586,686
+197,141
IBDT icon
405
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.13B
$35.9M 0.05%
1,411,918
+48,723
ITA icon
406
iShares US Aerospace & Defense ETF
ITA
$11.5B
$35.7M 0.04%
189,059
+9,516
ALNY icon
407
Alnylam Pharmaceuticals
ALNY
$59.8B
$35.6M 0.04%
109,265
-4,592
XLG icon
408
Invesco S&P 500 Top 50 ETF
XLG
$11.3B
$35.6M 0.04%
683,314
+263,317
ALLE icon
409
Allegion
ALLE
$14.5B
$35.3M 0.04%
244,870
-97
BXSL icon
410
Blackstone Secured Lending
BXSL
$6.16B
$35.2M 0.04%
1,144,958
+8,483
IWY icon
411
iShares Russell Top 200 Growth ETF
IWY
$16.4B
$35.2M 0.04%
142,694
+6,050
BK icon
412
Bank of New York Mellon
BK
$78.5B
$35.1M 0.04%
385,115
-5,375
BAB icon
413
Invesco Taxable Municipal Bond ETF
BAB
$928M
$35M 0.04%
1,319,358
+48,623
USB icon
414
US Bancorp
USB
$74.4B
$34.9M 0.04%
771,747
-24,804
IBDU icon
415
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$34.9M 0.04%
1,496,784
+44,333
KMI icon
416
Kinder Morgan
KMI
$60.1B
$34.9M 0.04%
1,185,449
-3,491
IBDS icon
417
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$34.8M 0.04%
1,435,397
+34,769
CEG icon
418
Constellation Energy
CEG
$111B
$34.8M 0.04%
107,765
+13,696
XLP icon
419
Consumers Staples Select Sector SPDR Fund
XLP
$15.2B
$34.6M 0.04%
427,464
+27,724
LNG icon
420
Cheniere Energy
LNG
$46B
$34.5M 0.04%
141,504
-18,405
LMBS icon
421
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.41B
$34.4M 0.04%
697,393
-8,834
MINT icon
422
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$34.3M 0.04%
340,770
+3,390
PNQI icon
423
Invesco NASDAQ Internet ETF
PNQI
$800M
$34M 0.04%
651,649
+988
ROK icon
424
Rockwell Automation
ROK
$44.4B
$34M 0.04%
102,425
+57,751
CCJ icon
425
Cameco
CCJ
$40.3B
$34M 0.04%
457,907
-156,406
15 16
17
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