HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.4B
AUM Growth
+$3.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,870
New
Increased
Reduced
Closed

Top Buys

1
+$396M
2
+$186M
3
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

1
+$114M
2
+$104M
3
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M

Sector Composition

1 Technology 13.28%
2 Financials 9.66%
3 Consumer Discretionary 5.7%
4 Healthcare 5.32%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSGX icon
851
Vanguard ESG International Stock ETF
VSGX
$5.94B
$10.4M 0.01%
145,017
+797
NJUN
852
Innovator Growth-100 Power Buffer ETF - June
NJUN
$69.1M
$10.3M 0.01%
327,058
RCL icon
853
Royal Caribbean
RCL
$77.5B
$10.3M 0.01%
36,887
+1,217
NTAP icon
854
NetApp
NTAP
$19.3B
$10.2M 0.01%
95,572
-697
MXI icon
855
iShares Global Materials ETF
MXI
$359M
$10.2M 0.01%
105,893
+353
AXSM icon
856
Axsome Therapeutics
AXSM
$8.16B
$10.2M 0.01%
55,972
-1,143
BLOK icon
857
Amplify Blockchain Technology ETF
BLOK
$1.01B
$10.2M 0.01%
179,023
+26,975
ZS icon
858
Zscaler
ZS
$24.7B
$10.1M 0.01%
45,079
-961
KAT
859
Scharf ETF
KAT
$711M
$10.1M 0.01%
184,019
+1,007
BXMX icon
860
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
$10.1M 0.01%
688,353
-10,352
SLQD icon
861
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$10.1M 0.01%
199,468
-3,046
BUFB icon
862
Innovator Laddered Allocation Buffer ETF
BUFB
$246M
$10.1M 0.01%
275,965
+22,159
PSH icon
863
PGIM Short Duration High Yield ETF
PSH
$134M
$10.1M 0.01%
199,857
-4,946
BP icon
864
BP
BP
$106B
$10.1M 0.01%
289,523
+3,026
VCR icon
865
Vanguard Consumer Discretionary ETF
VCR
$5.91B
$10M 0.01%
25,501
-304
IGF icon
866
iShares Global Infrastructure ETF
IGF
$9.96B
$10M 0.01%
163,624
+7,562
EFX icon
867
Equifax
EFX
$23B
$10M 0.01%
46,218
-13,464
VRIG icon
868
Invesco Variable Rate Investment Grade ETF
VRIG
$1.43B
$10M 0.01%
398,615
+64,308
ATO icon
869
Atmos Energy
ATO
$30.5B
$9.97M 0.01%
59,496
-3,513
CIFR icon
870
Cipher Digital Inc. Common Stock
CIFR
$5.72B
$9.92M 0.01%
671,775
+92,286
BITB icon
871
Bitwise Bitcoin ETF
BITB
$2.71B
$9.85M 0.01%
207,107
+139,165
SCHO icon
872
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$9.82M 0.01%
403,072
+16,071
MEAR icon
873
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.38B
$9.8M 0.01%
194,734
+322
HIG icon
874
Hartford Financial Services
HIG
$37.2B
$9.79M 0.01%
71,076
-16,679
YUM icon
875
Yum! Brands
YUM
$43.3B
$9.76M 0.01%
64,503
-1,736
33 34
35
36 37