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
QQQX icon
976
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.37B
$6.63M 0.01%
250,298
-40,624
FLRN icon
977
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
$6.63M 0.01%
214,895
+4,819
MAS icon
978
Masco
MAS
$13B
$6.61M 0.01%
102,690
-4,905
VGLT icon
979
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$6.6M 0.01%
117,639
+2,673
LB
980
LandBridge Co
LB
$2.07B
$6.59M 0.01%
97,583
+17,779
FICO icon
981
Fair Isaac
FICO
$42.2B
$6.59M 0.01%
3,607
+2,294
DXCM icon
982
DexCom
DXCM
$23.2B
$6.57M 0.01%
75,268
+1,604
HBAN icon
983
Huntington Bancshares
HBAN
$25B
$6.56M 0.01%
391,549
+1,506
OKTA icon
984
Okta
OKTA
$14.9B
$6.55M 0.01%
65,568
+4,222
IBB icon
985
iShares Biotechnology ETF
IBB
$6.6B
$6.54M 0.01%
51,707
-5,142
CRWV
986
CoreWeave Inc
CRWV
$42.3B
$6.54M 0.01%
+40,108
CLX icon
987
Clorox
CLX
$12.8B
$6.52M 0.01%
54,276
-372,587
IXN icon
988
iShares Global Tech ETF
IXN
$6.55B
$6.44M 0.01%
69,699
-6,209
CIFR icon
989
Cipher Mining
CIFR
$6.87B
$6.43M 0.01%
1,345,510
+1,271,700
MKC icon
990
McCormick & Company Non-Voting
MKC
$17.7B
$6.42M 0.01%
84,738
-3,664
RACE icon
991
Ferrari
RACE
$74.5B
$6.4M 0.01%
13,056
-4,197
WSO icon
992
Watsco Inc
WSO
$14.2B
$6.36M 0.01%
14,411
-1,414
PCAR icon
993
PACCAR
PCAR
$51.7B
$6.34M 0.01%
66,740
-103,321
FNCL icon
994
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
$6.34M 0.01%
85,592
-3,354
KJUL icon
995
Innovator US Small Cap Power Buffer ETF July
KJUL
$158M
$6.33M 0.01%
216,716
-236,152
XBI icon
996
State Street SPDR S&P Biotech ETF
XBI
$6.61B
$6.32M 0.01%
76,190
-10,837
SDSI icon
997
American Century Short Duration Strategic Income ETF
SDSI
$72.3M
$6.31M 0.01%
122,612
-4,207
AJUL
998
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$64.8M
$6.28M 0.01%
225,035
STT icon
999
State Street
STT
$33.8B
$6.28M 0.01%
59,056
-1,343
TSPA icon
1000
T. Rowe Price US Equity Research ETF
TSPA
$2.06B
$6.27M 0.01%
161,306
+52,753
38 39
40
41 42