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
CSL icon
851
Carlisle Companies
CSL
$13.4B
$8.88M 0.01%
23,780
+527
FNB icon
852
FNB Corp
FNB
$5.81B
$8.88M 0.01%
608,925
-7,054
EWG icon
853
iShares MSCI Germany ETF
EWG
$2.15B
$8.87M 0.01%
209,757
-38,123
EFAV icon
854
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.5B
$8.84M 0.01%
105,213
+9,751
COIN icon
855
Coinbase
COIN
$82B
$8.8M 0.01%
25,117
+2,878
KHC icon
856
Kraft Heinz
KHC
$29.3B
$8.77M 0.01%
339,807
+16,646
BTI icon
857
British American Tobacco
BTI
$121B
$8.76M 0.01%
185,178
-3,659
MNST icon
858
Monster Beverage
MNST
$68.9B
$8.76M 0.01%
139,867
+80,118
DLS icon
859
WisdomTree International SmallCap Dividend Fund
DLS
$1.02B
$8.73M 0.01%
116,177
-157
FV icon
860
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
$8.72M 0.01%
147,094
-38,614
EW icon
861
Edwards Lifesciences
EW
$49.7B
$8.69M 0.01%
111,135
-30,695
BP icon
862
BP
BP
$94.2B
$8.67M 0.01%
289,589
+707
BUR icon
863
Burford Capital
BUR
$1.96B
$8.64M 0.01%
605,617
+40,468
BSM icon
864
Black Stone Minerals
BSM
$2.92B
$8.58M 0.01%
655,630
+252,729
IBTG icon
865
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$8.55M 0.01%
372,840
-1,403
LRN icon
866
Stride
LRN
$2.88B
$8.55M 0.01%
58,860
+12,861
FUTY icon
867
Fidelity MSCI Utilities Index ETF
FUTY
$2.1B
$8.54M 0.01%
162,385
-88,690
BCS icon
868
Barclays
BCS
$78.3B
$8.52M 0.01%
458,309
-76,235
IBMO icon
869
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$8.46M 0.01%
329,979
-14,649
JOBY icon
870
Joby Aviation
JOBY
$14.9B
$8.45M 0.01%
800,693
-21,936
GLTR icon
871
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2B
$8.42M 0.01%
60,954
-15,524
DSI icon
872
iShares MSCI KLD 400 Social ETF
DSI
$5.09B
$8.4M 0.01%
72,323
-1,031
FISR icon
873
State Street Fixed Income Sector Rotation ETF
FISR
$250M
$8.38M 0.01%
324,287
+58,929
QQQE icon
874
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.25B
$8.35M 0.01%
84,904
+2,271
ETR icon
875
Entergy
ETR
$43.1B
$8.34M 0.01%
100,383
-439
33 34
35
36 37