We are live on
!
Find out more
HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.37%
This Fund
S&P 500
1 Year Est. Return
+21.37%
AUM
$94.2B
AUM Growth
+$2.78B
(+3%)
Holding
3,988
Top Buys
| 1 | +$1.52B | |
| 2 | +$541M | |
| 3 | +$338M | |
| 4 |
Apple
AAPL
|
+$199M |
| 5 |
NVIDIA
NVDA
|
+$92.2M |
Top Sells
| 1 | +$129M | |
| 2 | +$125M | |
| 3 | +$94.7M | |
| 4 |
AstraZeneca
AZN
|
+$79.4M |
| 5 |
Teradyne
TER
|
+$67.3M |
Sector Composition
| 1 | Technology | 12.05% |
| 2 | Financials | 8.61% |
| 3 | Healthcare | 6.66% |
| 4 | Consumer Discretionary | 5.34% |
| 5 | Industrials | 5.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 1000 Growth ETF
IWF
$128B
| $544M | 0.58% |
5,103,840
-26,532
|
|
||
27
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$546M
| $526M | 0.56% |
12,488,185
+109,770
|
|
||
28
Schwab International Equity ETF
SCHF
$64.8B
| $525M | 0.56% |
21,192,861
+570,984
|
|
||
29
iShares Core S&P Mid-Cap ETF
IJH
$119B
| $522M | 0.55% |
7,735,222
-145,852
|
|
||
30
iShares Core MSCI EAFE ETF
IEFA
$183B
| $515M | 0.55% |
5,692,802
+229,435
|
|
||
31
Vanguard Dividend Appreciation ETF
VIG
$109B
| $506M | 0.54% |
2,351,156
-6,781
|
|
||
32
iShares Core S&P Small-Cap ETF
IJR
$104B
| $438M | 0.47% |
3,524,240
+177,535
|
|
||
33
Merck
MRK
$297B
| $437M | 0.46% |
3,635,404
-182,731
|
|
||
34
Costco
COST
$433B
| $433M | 0.46% |
434,914
+15,396
|
|
||
35
McDonald's
MCD
$198B
| $427M | 0.45% |
1,374,665
+21,552
|
|
||
36
Caterpillar
CAT
$418B
| $420M | 0.45% |
592,391
-40,423
|
|
||
37
Visa
V
$610B
| $418M | 0.44% |
1,383,690
-22,048
|
|
||
38
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$485M
| $409M | 0.43% |
7,849,463
+320,552
|
|
||
39
Cisco
CSCO
$497B
| $408M | 0.43% |
5,258,519
-383,882
|
|
||
40
Eli Lilly
LLY
$1.03T
| $406M | 0.43% |
440,797
-46,925
|
|
||
41
Procter & Gamble
PG
$339B
| $396M | 0.42% |
2,742,694
+265,330
|
|
||
42
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $394M | 0.42% |
7,281,199
+925,011
|
|
||
43
USCF Midstream Energy Income Fund
UMI
$482M
| $373M | 0.4% |
6,367,995
+589,760
|
|
||
44
Walmart Inc
WMT
$954B
| $366M | 0.39% |
2,947,023
+17,951
|
|
||
45
iShares Core Dividend Growth ETF
DGRO
$40.7B
| $361M | 0.38% |
5,148,918
+147,280
|
|
||
46
AbbVie
ABBV
$394B
| $361M | 0.38% |
1,658,024
+29,113
|
|
||
47
Schwab US Large- Cap ETF
SCHX
$71.5B
| $359M | 0.38% |
14,005,999
-135,395
|
|
||
48
Tesla
TSLA
$1.51T
| $358M | 0.38% |
963,041
+31,082
|
|
||
49
RTX Corp
RTX
$241B
| $343M | 0.36% |
1,777,434
-172,182
|
|
||
|
SPYM
50
State Street SPDR Portfolio S&P 500 ETF
SPYM
$147B
| $334M | 0.35% |
4,367,372
+92,745
|
|