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
PULS icon
801
PGIM Ultra Short Bond ETF
PULS
$12.5B
$9.86M 0.01%
198,181
+5,100
XMMO icon
802
Invesco S&P MidCap Momentum ETF
XMMO
$6.02B
$9.82M 0.01%
76,373
+55,627
PAPR icon
803
Innovator US Equity Power Buffer ETF April
PAPR
$830M
$9.82M 0.01%
263,404
+20,768
MTB icon
804
M&T Bank
MTB
$28.9B
$9.79M 0.01%
50,468
-4,875
GBDC icon
805
Golub Capital BDC
GBDC
$3.73B
$9.77M 0.01%
666,635
-31,281
IT icon
806
Gartner
IT
$16.6B
$9.75M 0.01%
24,116
-1,176
GARP
807
iShares MSCI USA Quality GARP ETF
GARP
$733M
$9.74M 0.01%
161,312
-6,592
BKH icon
808
Black Hills Corp
BKH
$5.45B
$9.73M 0.01%
173,395
-15,090
KBR icon
809
KBR
KBR
$5.4B
$9.72M 0.01%
202,837
+2,066
YUM icon
810
Yum! Brands
YUM
$41.5B
$9.72M 0.01%
65,609
+592
LNN icon
811
Lindsay Corp
LNN
$1.21B
$9.72M 0.01%
67,362
+60,772
REXR icon
812
Rexford Industrial Realty
REXR
$9.71B
$9.72M 0.01%
273,150
+254,409
ISPY icon
813
ProShares S&P 500 High Income ETF
ISPY
$1.01B
$9.71M 0.01%
+228,960
AME icon
814
Ametek
AME
$45.3B
$9.65M 0.01%
53,344
+522
EVSD
815
Eaton Vance Short Duration Income ETF
EVSD
$650M
$9.64M 0.01%
188,598
-8,959
SMH icon
816
VanEck Semiconductor ETF
SMH
$36.2B
$9.59M 0.01%
34,402
-1,752
DD icon
817
DuPont de Nemours
DD
$17.1B
$9.58M 0.01%
139,709
-12,970
RY icon
818
Royal Bank of Canada
RY
$210B
$9.55M 0.01%
72,581
-34,091
RMD icon
819
ResMed
RMD
$36.9B
$9.55M 0.01%
37,005
-2,669
GDXJ icon
820
VanEck Junior Gold Miners ETF
GDXJ
$8.48B
$9.54M 0.01%
141,115
+17,375
WDAY icon
821
Workday
WDAY
$60.3B
$9.54M 0.01%
39,737
+9,699
CPNG icon
822
Coupang
CPNG
$52.7B
$9.53M 0.01%
318,000
+31,137
POCT icon
823
Innovator US Equity Power Buffer ETF October
POCT
$783M
$9.44M 0.01%
228,616
-3,615
AVLC icon
824
Avantis US Large Cap Equity ETF
AVLC
$775M
$9.43M 0.01%
132,723
+9,032
ICF icon
825
iShares Select U.S. REIT ETF
ICF
$1.92B
$9.39M 0.01%
153,558
+13,368
31 32
33
34 35