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
NTES icon
876
NetEase
NTES
$87.2B
$8.33M 0.01%
61,926
+55,395
GWW icon
877
W.W. Grainger
GWW
$48.4B
$8.29M 0.01%
7,967
-1,260
TEL icon
878
TE Connectivity
TEL
$67.3B
$8.28M 0.01%
49,112
-4,252
EVRG icon
879
Evergy
EVRG
$16.8B
$8.27M 0.01%
120,037
-4,078
BJAN icon
880
Innovator US Equity Buffer ETF January
BJAN
$286M
$8.26M 0.01%
164,560
-440
BBAG icon
881
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.16B
$8.23M 0.01%
178,256
+1,519
NULG icon
882
Nuveen ESG Large-Cap Growth ETF
NULG
$1.95B
$8.22M 0.01%
87,504
-3,430
SE icon
883
Sea Limited
SE
$75.3B
$8.21M 0.01%
51,320
-2,344
BJUL icon
884
Innovator US Equity Buffer ETF July
BJUL
$267M
$8.19M 0.01%
173,845
-110
IGIB icon
885
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.2B
$8.17M 0.01%
153,283
-18,875
AAAU icon
886
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.53B
$8.17M 0.01%
249,913
-853
TTGT icon
887
TechTarget
TTGT
$369M
$8.15M 0.01%
1,049,403
-297,382
IBHF icon
888
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.07B
$8.13M 0.01%
349,866
+8,658
VPU icon
889
Vanguard Utilities ETF
VPU
$7.8B
$8.12M 0.01%
46,008
+3,324
BUFB icon
890
Innovator Laddered Allocation Buffer ETF
BUFB
$222M
$8.1M 0.01%
239,204
+41,420
IBHG icon
891
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$417M
$8.1M 0.01%
359,543
-127,077
BAPR icon
892
Innovator US Equity Buffer ETF April
BAPR
$341M
$8.1M 0.01%
179,339
+3,610
TCAF icon
893
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.31B
$8.1M 0.01%
229,565
+1,105
UDN icon
894
Invesco DB US Dollar Index Bearish Fund
UDN
$138M
$8.06M 0.01%
426,233
+249,327
VRIG icon
895
Invesco Variable Rate Investment Grade ETF
VRIG
$1.36B
$8.03M 0.01%
320,425
-18,804
STEL icon
896
Stellar Bancorp
STEL
$1.57B
$8.01M 0.01%
286,171
+7,247
SPOK icon
897
Spok Holdings
SPOK
$272M
$8.01M 0.01%
452,809
-69,842
IBMN
898
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$7.97M 0.01%
297,937
-24,688
CGGO icon
899
Capital Group Global Growth Equity ETF
CGGO
$8.12B
$7.96M 0.01%
248,985
+40,442
ARES icon
900
Ares Management
ARES
$35.9B
$7.92M 0.01%
45,723
-3,128
34 35
36
37 38