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
PPL icon
976
PPL Corp
PPL
$27B
$7.73M 0.01%
220,737
+1,453
VNOM icon
977
Viper Energy
VNOM
$9.09B
$7.73M 0.01%
199,995
-15,534
PAA icon
978
Plains All American Pipeline
PAA
$15.3B
$7.73M 0.01%
430,162
+24,128
J icon
979
Jacobs Solutions
J
$14B
$7.72M 0.01%
58,260
-751
PRU icon
980
Prudential Financial
PRU
$35B
$7.68M 0.01%
68,018
+1,553
VGLT icon
981
Vanguard Long-Term Treasury ETF
VGLT
$9.92B
$7.67M 0.01%
137,457
+13,700
CALX icon
982
Calix
CALX
$2.76B
$7.67M 0.01%
144,836
-371
TM icon
983
Toyota
TM
$222B
$7.66M 0.01%
35,798
+1,505
SLVP icon
984
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.03B
$7.63M 0.01%
222,691
-31,001
NVR icon
985
NVR
NVR
$16.3B
$7.61M 0.01%
1,044
+44
ARES icon
986
Ares Management
ARES
$28.5B
$7.6M 0.01%
47,015
-10,662
CMS icon
987
CMS Energy
CMS
$22.4B
$7.6M 0.01%
108,629
+4,863
QQQX icon
988
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.5B
$7.56M 0.01%
265,131
+3,842
XCEM icon
989
Columbia EM Core ex-China ETF
XCEM
$1.9B
$7.55M 0.01%
196,912
+1,128
QTUM icon
990
Defiance Quantum ETF
QTUM
$4.64B
$7.54M 0.01%
68,739
+22,875
STT icon
991
State Street
STT
$41.4B
$7.53M 0.01%
58,396
+2,821
BSCQ icon
992
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.91B
$7.51M 0.01%
383,861
+7,745
LENS
993
Sarmaya Thematic ETF
LENS
$48.3M
$7.51M 0.01%
+194,271
FPEI icon
994
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.91B
$7.48M 0.01%
385,957
+153,016
EFAV icon
995
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.38B
$7.45M 0.01%
86,336
-5,207
FE icon
996
FirstEnergy
FE
$25.6B
$7.44M 0.01%
166,282
-7,043
CGBL icon
997
Capital Group Core Balanced ETF
CGBL
$6.23B
$7.43M 0.01%
210,402
+7,656
SBAC icon
998
SBA Communications
SBAC
$23.1B
$7.43M 0.01%
38,428
-4,995
HPE icon
999
Hewlett Packard
HPE
$41.6B
$7.37M 0.01%
306,984
+4,267
QQEW icon
1000
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.74B
$7.37M 0.01%
51,843
-27,121
38 39
40
41 42