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
CRH icon
626
CRH
CRH
$76B
$16M 0.02%
173,947
-1,326
AVLV icon
627
Avantis US Large Cap Value ETF
AVLV
$8.49B
$15.9M 0.02%
233,812
+16,236
MSI icon
628
Motorola Solutions
MSI
$65.3B
$15.8M 0.02%
37,659
-639
IEUR icon
629
iShares Core MSCI Europe ETF
IEUR
$6.93B
$15.7M 0.02%
237,598
+28,398
AES icon
630
AES
AES
$10B
$15.7M 0.02%
1,488,670
+34,830
SKT icon
631
Tanger
SKT
$3.96B
$15.7M 0.02%
511,901
+2,309
PEG icon
632
Public Service Enterprise Group
PEG
$41.7B
$15.6M 0.02%
185,881
+21,688
ITM icon
633
VanEck Intermediate Muni ETF
ITM
$2B
$15.6M 0.02%
344,123
-13,914
EUSA icon
634
iShares MSCI USA Equal Weighted ETF
EUSA
$1.53B
$15.6M 0.02%
+157,669
RSPT icon
635
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.39B
$15.6M 0.02%
381,800
+223,916
DTD icon
636
WisdomTree US Total Dividend Fund
DTD
$1.49B
$15.5M 0.02%
195,342
-1,128
CACI icon
637
CACI
CACI
$13B
$15.5M 0.02%
32,582
-7,280
ES icon
638
Eversource Energy
ES
$27.6B
$15.5M 0.02%
243,334
+68,212
GMOI
639
GMO International Value ETF
GMOI
$192M
$15.5M 0.02%
529,866
+28,338
FTEC icon
640
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
$15.4M 0.02%
78,227
+47,759
CBOE icon
641
Cboe Global Markets
CBOE
$27.3B
$15.3M 0.02%
65,806
-149
JBND icon
642
JPMorgan Active Bond ETF
JBND
$3.23B
$15.2M 0.02%
283,186
+24,154
MAA icon
643
Mid-America Apartment Communities
MAA
$15.4B
$15.2M 0.02%
102,508
+886
MUNI icon
644
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.25B
$15.2M 0.02%
295,223
+45,222
HDV icon
645
iShares Core High Dividend ETF
HDV
$11.7B
$15.2M 0.02%
129,401
+80
APO icon
646
Apollo Global Management
APO
$77.5B
$15.2M 0.02%
106,863
-725
GPC icon
647
Genuine Parts
GPC
$17.7B
$15.1M 0.02%
124,358
-5,430
HSY icon
648
Hershey
HSY
$36.1B
$15.1M 0.02%
90,797
-10,569
HDB icon
649
HDFC Bank
HDB
$187B
$15M 0.02%
390,824
-38,326
SSB icon
650
SouthState Bank Corp
SSB
$9.01B
$15M 0.02%
162,486
-689
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