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
KVUE icon
901
Kenvue
KVUE
$33.8B
$9.03M 0.01%
523,599
-6,136,004
BUFF icon
902
Innovator Laddered Allocation Power Buffer ETF
BUFF
$775M
$9M 0.01%
180,414
+4,198
EWQ icon
903
iShares MSCI France ETF
EWQ
$354M
$8.99M 0.01%
199,919
+6,492
AEM icon
904
Agnico Eagle Mines
AEM
$111B
$8.96M 0.01%
52,877
+6,757
MTUM icon
905
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
$8.95M 0.01%
35,775
+205
CLS icon
906
Celestica
CLS
$30.6B
$8.92M 0.01%
30,155
-471
MDB icon
907
MongoDB
MDB
$21.8B
$8.9M 0.01%
21,217
-2,454
UAE icon
908
iShares MSCI UAE ETF
UAE
$205M
$8.87M 0.01%
+463,898
IBDZ
909
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$769M
$8.87M 0.01%
336,208
+79,488
ARWR icon
910
Arrowhead Research
ARWR
$8.14B
$8.85M 0.01%
133,229
+340
XBI icon
911
State Street SPDR S&P Biotech ETF
XBI
$8.02B
$8.84M 0.01%
72,522
-4,063
FV icon
912
First Trust Dorsey Wright Focus 5 ETF
FV
$3.41B
$8.83M 0.01%
140,336
-5,871
WRB icon
913
W.R. Berkley
WRB
$25.4B
$8.82M 0.01%
125,735
+838
DFJ icon
914
WisdomTree Japan SmallCap Dividend Fund
DFJ
$430M
$8.79M 0.01%
91,199
-136
BJAN icon
915
Innovator US Equity Buffer ETF January
BJAN
$364M
$8.75M 0.01%
158,999
-4,937
IRM icon
916
Iron Mountain
IRM
$31.8B
$8.74M 0.01%
105,361
-1,383
BAPR icon
917
Innovator US Equity Buffer ETF April
BAPR
$347M
$8.74M 0.01%
182,059
-606
IYJ icon
918
iShares US Industrials ETF
IYJ
$2.43B
$8.72M 0.01%
58,881
+459
ACA icon
919
Arcosa
ACA
$5.41B
$8.72M 0.01%
82,014
-3,432
RSG icon
920
Republic Services
RSG
$69.1B
$8.71M 0.01%
41,112
-723
WCC icon
921
WESCO International
WCC
$12.9B
$8.7M 0.01%
35,556
+1,152
FLKR icon
922
Franklin FTSE South Korea ETF
FLKR
$486M
$8.64M 0.01%
269,574
-18,438
CSGP icon
923
CoStar Group
CSGP
$19B
$8.64M 0.01%
128,451
-7,633
RIG icon
924
Transocean
RIG
$6.96B
$8.61M 0.01%
2,085,842
+523,528
STEL icon
925
Stellar Bancorp
STEL
$1.82B
$8.61M 0.01%
278,330
-771
35 36
37
38 39