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
IBIK
551
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$84.8M
$21.1M 0.03%
816,457
+48,876
LDOS icon
552
Leidos
LDOS
$23.4B
$20.9M 0.03%
132,450
+40,109
VTEI icon
553
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.07B
$20.8M 0.03%
+210,771
STZ icon
554
Constellation Brands
STZ
$24.4B
$20.7M 0.03%
127,545
+14,425
SHOP icon
555
Shopify
SHOP
$213B
$20.5M 0.03%
177,586
+119
IWN icon
556
iShares Russell 2000 Value ETF
IWN
$12.3B
$20.4M 0.03%
129,491
-1,755
JQUA icon
557
JPMorgan US Quality Factor ETF
JQUA
$7.64B
$20.4M 0.03%
339,777
+107,589
MBB icon
558
iShares MBS ETF
MBB
$39.1B
$20.4M 0.03%
217,118
+3,138
SHYG icon
559
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.96B
$20.1M 0.03%
465,337
-32,872
VST icon
560
Vistra
VST
$55.1B
$20M 0.03%
103,096
+25,087
IWO icon
561
iShares Russell 2000 Growth ETF
IWO
$13.3B
$20M 0.03%
69,792
-1,129
CAOS icon
562
Alpha Architect Tail Risk ETF
CAOS
$543M
$20M 0.03%
224,567
+188,610
NYF icon
563
iShares New York Muni Bond ETF
NYF
$1.05B
$19.9M 0.03%
382,305
-46,324
IQDG icon
564
WisdomTree International Quality Dividend Growth Fund
IQDG
$747M
$19.8M 0.02%
500,177
+24,247
VLO icon
565
Valero Energy
VLO
$50.3B
$19.8M 0.02%
147,476
+6,336
XLRE icon
566
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.57B
$19.5M 0.02%
470,029
+5,966
SIVR icon
567
abrdn Physical Silver Shares ETF
SIVR
$5.95B
$19.5M 0.02%
565,412
+39,184
BSX icon
568
Boston Scientific
BSX
$142B
$19.3M 0.02%
179,872
+71,449
FHI icon
569
Federated Hermes
FHI
$4.11B
$19.3M 0.02%
435,821
-3,432
WPM icon
570
Wheaton Precious Metals
WPM
$54B
$19.2M 0.02%
214,158
-61,901
SPMO icon
571
Invesco S&P 500 Momentum ETF
SPMO
$13.5B
$19.2M 0.02%
170,465
+76,212
RING icon
572
iShares MSCI Global Gold Miners ETF
RING
$2.96B
$19M 0.02%
435,035
+28,637
WCBR icon
573
WisdomTree Cybersecurity Fund
WCBR
$121M
$19M 0.02%
+594,489
MRVL icon
574
Marvell Technology
MRVL
$73.6B
$19M 0.02%
245,010
-65,067
IBDQ
575
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$18.8M 0.02%
747,536
-33,884
21 22
23
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