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
IXJ icon
751
iShares Global Healthcare ETF
IXJ
$4.52B
$11.3M 0.01%
131,116
+2,691
GRMN icon
752
Garmin
GRMN
$39.5B
$11.3M 0.01%
53,982
-826
IBDX icon
753
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.5B
$11.3M 0.01%
445,324
+20,065
CCL icon
754
Carnival Corp
CCL
$40.4B
$11.2M 0.01%
397,181
+261,575
MTUM icon
755
iShares MSCI USA Momentum Factor ETF
MTUM
$20.7B
$11.1M 0.01%
46,383
+12,066
EWU icon
756
iShares MSCI United Kingdom ETF
EWU
$2.86B
$11.1M 0.01%
280,483
+13,596
STX icon
757
Seagate
STX
$61B
$11.1M 0.01%
77,072
+1,613
OUNZ icon
758
VanEck Merk Gold Trust
OUNZ
$2.47B
$11.1M 0.01%
348,580
-15,223
SPGP icon
759
Invesco S&P 500 GARP ETF
SPGP
$2.46B
$11.1M 0.01%
103,126
-55,369
IJAN icon
760
Innovator International Developed Power Buffer ETF January
IJAN
$158M
$11.1M 0.01%
324,671
+226,258
EXPD icon
761
Expeditors International
EXPD
$20.2B
$11M 0.01%
96,111
+17,381
JBL icon
762
Jabil
JBL
$24.7B
$10.9M 0.01%
50,141
-12,936
FTCS icon
763
First Trust Capital Strength ETF
FTCS
$8.14B
$10.9M 0.01%
119,784
-3,041
HIG icon
764
Hartford Financial Services
HIG
$38.7B
$10.9M 0.01%
85,718
-3,961
OVB icon
765
Overlay Shares Core Bond ETF
OVB
$32.9M
$10.8M 0.01%
527,393
+1,762
GSK icon
766
GSK
GSK
$99.4B
$10.8M 0.01%
281,770
-5,277
BSCP
767
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$10.8M 0.01%
522,425
-7,356
EZM icon
768
WisdomTree US MidCap Fund
EZM
$818M
$10.8M 0.01%
174,756
-1,673
BGB
769
Blackstone Strategic Credit 2027 Term Fund
BGB
$529M
$10.8M 0.01%
888,803
+13,459
SLQD icon
770
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.33B
$10.7M 0.01%
212,366
-7,823
FIDU icon
771
Fidelity MSCI Industrials Index ETF
FIDU
$1.53B
$10.7M 0.01%
138,329
+59,466
AVES icon
772
Avantis Emerging Markets Value ETF
AVES
$887M
$10.7M 0.01%
200,262
+4,247
LRGF icon
773
iShares US Equity Factor ETF
LRGF
$3.04B
$10.7M 0.01%
166,162
-2,982
RLY icon
774
State Street Multi-Asset Real Return ETF
RLY
$643M
$10.6M 0.01%
364,177
+55,601
BN icon
775
Brookfield
BN
$104B
$10.6M 0.01%
256,778
-2,637
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31
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