HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.4B
AUM Growth
+$3.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,870
New
Increased
Reduced
Closed

Top Buys

1
+$396M
2
+$186M
3
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

1
+$114M
2
+$104M
3
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M

Sector Composition

1 Technology 13.28%
2 Financials 9.66%
3 Consumer Discretionary 5.7%
4 Healthcare 5.32%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNG icon
451
Cheniere Energy
LNG
$53.3B
$34.2M 0.04%
176,121
+7,172
MPC icon
452
Marathon Petroleum
MPC
$64.1B
$34.2M 0.04%
210,434
-2,033
TIP icon
453
iShares TIPS Bond ETF
TIP
$14.4B
$34.1M 0.04%
310,144
+39,222
IBDR icon
454
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.71B
$33.8M 0.04%
1,396,686
+144,467
SPMO icon
455
Invesco S&P 500 Momentum ETF
SPMO
$13.5B
$33.7M 0.04%
282,662
+39,262
DFNM icon
456
Dimensional National Municipal Bond ETF
DFNM
$2.05B
$33.6M 0.04%
696,646
+81,158
SHOP icon
457
Shopify
SHOP
$170B
$33.4M 0.04%
207,714
+7,139
JGRO icon
458
JPMorgan Active Growth ETF
JGRO
$8.47B
$33.2M 0.04%
358,263
+2,665
SRLN icon
459
State Street Blackstone Senior Loan ETF
SRLN
$5.16B
$32.9M 0.04%
797,035
-69,089
CCJ icon
460
Cameco
CCJ
$52.7B
$32.8M 0.04%
358,084
+10,619
APTV icon
461
Aptiv
APTV
$15.3B
$32.5M 0.04%
427,755
+114,396
GGG icon
462
Graco
GGG
$14.7B
$32.5M 0.04%
396,827
-27,867
INTC icon
463
Intel
INTC
$236B
$32.3M 0.04%
875,074
+81,938
IWP icon
464
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$32.2M 0.04%
235,326
-96,879
USRT icon
465
iShares Core US REIT ETF
USRT
$3.65B
$32.1M 0.04%
564,160
+41,028
ORLY icon
466
O'Reilly Automotive
ORLY
$79.7B
$32M 0.03%
350,303
+942
D icon
467
Dominion Energy
D
$55.5B
$31.9M 0.03%
544,347
+30,133
VWOB icon
468
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.07B
$31.7M 0.03%
470,538
+54,445
DFEV icon
469
Dimensional Emerging Markets Value ETF
DFEV
$1.51B
$31.5M 0.03%
932,682
-6,144
BDX icon
470
Becton Dickinson
BDX
$47.2B
$31.3M 0.03%
161,343
-10,799
AGGY icon
471
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$893M
$31.3M 0.03%
709,752
-106,018
GBDC icon
472
Golub Capital BDC
GBDC
$3.2B
$31.2M 0.03%
2,298,330
-230,937
REET icon
473
iShares Global REIT ETF
REET
$4.7B
$31.2M 0.03%
1,249,750
+39,360
FLQM icon
474
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.74B
$31M 0.03%
550,196
+22,570
PBD icon
475
Invesco Global Clean Energy ETF
PBD
$183M
$30.8M 0.03%
+1,917,933
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