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
TROW icon
576
T. Rowe Price
TROW
$22.6B
$18.8M 0.02%
194,900
-20,205
ADSK icon
577
Autodesk
ADSK
$63.5B
$18.8M 0.02%
60,731
-2,361
EQIX icon
578
Equinix
EQIX
$75.6B
$18.7M 0.02%
23,544
+1,307
FAST icon
579
Fastenal
FAST
$46.9B
$18.7M 0.02%
445,398
-36,376
OMC icon
580
Omnicom Group
OMC
$25.4B
$18.6M 0.02%
258,979
-52,368
SKX
581
DELISTED
Skechers
SKX
$18.6M 0.02%
294,228
-8,782
AJG icon
582
Arthur J. Gallagher & Co
AJG
$67.2B
$18.5M 0.02%
57,939
+556
FDL icon
583
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.15B
$18.5M 0.02%
442,836
+14,584
ALL icon
584
Allstate
ALL
$54.7B
$18.5M 0.02%
91,791
-59,263
IBMR icon
585
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$370M
$18.5M 0.02%
731,392
-8,755
SHV icon
586
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
$18.4M 0.02%
166,495
-230,977
TRP icon
587
TC Energy
TRP
$58.4B
$18.3M 0.02%
375,720
-6,543
ACWX icon
588
iShares MSCI ACWI ex US ETF
ACWX
$7.92B
$18.3M 0.02%
300,093
+18,311
EWC icon
589
iShares MSCI Canada ETF
EWC
$3.83B
$18.1M 0.02%
392,660
-1,853
LGOV icon
590
First Trust Long Duration Opportunities ETF
LGOV
$673M
$18.1M 0.02%
846,856
-17,240
ING icon
591
ING
ING
$81.4B
$18.1M 0.02%
827,919
+18,827
IBDW icon
592
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.09B
$17.7M 0.02%
841,259
+183,797
INTC icon
593
Intel
INTC
$178B
$17.6M 0.02%
784,566
-5,113
FENY icon
594
Fidelity MSCI Energy Index ETF
FENY
$1.28B
$17.5M 0.02%
745,905
-276,153
DJCO icon
595
Daily Journal
DJCO
$700M
$17.5M 0.02%
41,336
NXPI icon
596
NXP Semiconductors
NXPI
$55.4B
$17.4M 0.02%
79,608
-4,419
EWJ icon
597
iShares MSCI Japan ETF
EWJ
$15.5B
$17.3M 0.02%
231,359
-338,215
KR icon
598
Kroger
KR
$39.7B
$17.3M 0.02%
241,064
+18,714
PJUN icon
599
Innovator US Equity Power Buffer ETF June
PJUN
$710M
$17.2M 0.02%
431,695
-7,456
CVS icon
600
CVS Health
CVS
$101B
$17.2M 0.02%
248,815
-3,952
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