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
RWAY icon
651
Runway Growth Finance
RWAY
$361M
$14.9M 0.02%
1,392,660
+147,015
CBLS icon
652
Clough Hedged Equity ETF
CBLS
$41.7M
$14.8M 0.02%
516,462
+121,996
SJNK icon
653
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$14.8M 0.02%
581,346
-33,208
ELV icon
654
Elevance Health
ELV
$72.8B
$14.8M 0.02%
38,010
-1,922
ASTS icon
655
AST SpaceMobile
ASTS
$17.9B
$14.8M 0.02%
316,180
+109,891
VHT icon
656
Vanguard Health Care ETF
VHT
$16.9B
$14.8M 0.02%
59,477
-18,238
MGMT icon
657
Ballast Small/Mid Cap ETF
MGMT
$157M
$14.7M 0.02%
372,174
-72,289
HSBC icon
658
HSBC
HSBC
$252B
$14.7M 0.02%
241,644
+22,699
ILF icon
659
iShares Latin America 40 ETF
ILF
$2.03B
$14.5M 0.02%
555,060
+179,692
EFX icon
660
Equifax
EFX
$25.5B
$14.5M 0.02%
55,906
-8,674
BTC
661
Grayscale Bitcoin Mini Trust ETF
BTC
$4.43B
$14.5M 0.02%
302,970
+10,489
FNX icon
662
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.17B
$14.5M 0.02%
125,891
+1,633
OSK icon
663
Oshkosh
OSK
$7.92B
$14.4M 0.02%
126,788
+8,120
PZT icon
664
Invesco New York AMT-Free Municipal Bond ETF
PZT
$139M
$14.3M 0.02%
660,206
+4,777
SFLR icon
665
Innovator Equity Managed Floor ETF
SFLR
$1.1B
$14.3M 0.02%
+424,802
SNA icon
666
Snap-on
SNA
$17.8B
$14.2M 0.02%
45,715
-1,663
WSM icon
667
Williams-Sonoma
WSM
$23.4B
$14.2M 0.02%
86,864
-17,940
ESGE icon
668
iShares ESG Aware MSCI EM ETF
ESGE
$5.67B
$14.2M 0.02%
361,975
-35,115
TFLO icon
669
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$14.1M 0.02%
279,087
-23,393
SCHY icon
670
Schwab International Dividend Equity ETF
SCHY
$1.38B
$14.1M 0.02%
516,212
+32,656
CDNS icon
671
Cadence Design Systems
CDNS
$85.9B
$14.1M 0.02%
45,609
-966
TSCO icon
672
Tractor Supply
TSCO
$29.6B
$14M 0.02%
265,298
+29,419
RMBS icon
673
Rambus
RMBS
$11B
$14M 0.02%
218,320
+24,776
CTA icon
674
Simplify Managed Futures Strategy ETF
CTA
$1.14B
$14M 0.02%
522,298
-184,017
ED icon
675
Consolidated Edison
ED
$36.2B
$13.9M 0.02%
138,770
+6,190
25 26
27
28 29