HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
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 9.68%
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
RDVI icon
926
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.05B
$8.6M 0.01%
327,825
+34,534
IBHG icon
927
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$434M
$8.59M 0.01%
384,740
+15,958
CW icon
928
Curtiss-Wright
CW
$26.9B
$8.59M 0.01%
15,577
-871
ICF icon
929
iShares Select U.S. REIT ETF
ICF
$2.11B
$8.55M 0.01%
143,228
-8,834
LNN icon
930
Lindsay Corp
LNN
$1.14B
$8.53M 0.01%
72,392
+757
BJUL icon
931
Innovator US Equity Buffer ETF July
BJUL
$287M
$8.51M 0.01%
167,710
-6,450
NTES icon
932
NetEase
NTES
$74B
$8.48M 0.01%
61,616
-1,428
RMD icon
933
ResMed
RMD
$30B
$8.37M 0.01%
34,744
+1,377
NULG icon
934
Nuveen ESG Large-Cap Growth ETF
NULG
$2.72B
$8.36M 0.01%
85,460
-487
KRE icon
935
State Street SPDR S&P Regional Banking ETF
KRE
$4.16B
$8.35M 0.01%
128,871
+1,847
UNM icon
936
Unum
UNM
$12.9B
$8.35M 0.01%
107,711
+57,608
QXO
937
QXO Inc
QXO
$13.6B
$8.33M 0.01%
431,857
-639,713
EWL icon
938
iShares MSCI Switzerland ETF
EWL
$1.58B
$8.32M 0.01%
138,777
+5,708
VLUE icon
939
iShares MSCI USA Value Factor ETF
VLUE
$13.2B
$8.31M 0.01%
60,802
-26,718
EVRG icon
940
Evergy
EVRG
$18.8B
$8.27M 0.01%
114,129
-2,698
XLSR icon
941
State Street US Sector Rotation ETF
XLSR
$971M
$8.27M 0.01%
132,688
+13,576
EWG icon
942
iShares MSCI Germany ETF
EWG
$1.46B
$8.26M 0.01%
194,279
+3,320
NDSN icon
943
Nordson
NDSN
$15.8B
$8.24M 0.01%
34,275
+5
IBHH icon
944
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$437M
$8.24M 0.01%
347,848
+13,624
GWW icon
945
W.W. Grainger
GWW
$58.4B
$8.24M 0.01%
8,161
+92
BOCT icon
946
Innovator US Equity Buffer ETF October
BOCT
$294M
$8.22M 0.01%
166,367
+4,446
IFRA icon
947
iShares US Infrastructure ETF
IFRA
$4.05B
$8.21M 0.01%
156,057
+6,454
DDOG icon
948
Datadog
DDOG
$71.2B
$8.21M 0.01%
60,373
+450
FITB
949
Fifth Third Bancorp
FITB
$44.7B
$8.21M 0.01%
175,372
+10,878
SCHC icon
950
Schwab International Small-Cap Equity ETF
SCHC
$5.69B
$8.2M 0.01%
180,072
+3,650
36 37
38
39 40