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
VIRT icon
1026
Virtu Financial
VIRT
$3.05B
$5.9M 0.01%
131,805
-2,777
PJAN icon
1027
Innovator US Equity Power Buffer ETF January
PJAN
$1.25B
$5.88M 0.01%
133,496
-4,444
XLSR icon
1028
State Street US Sector Rotation ETF
XLSR
$861M
$5.86M 0.01%
106,620
+16,380
SJM icon
1029
J.M. Smucker
SJM
$11.8B
$5.85M 0.01%
59,583
-1,331
QXO
1030
QXO Inc
QXO
$12.5B
$5.85M 0.01%
271,535
+44,325
PMAR icon
1031
Innovator US Equity Power Buffer ETF March
PMAR
$646M
$5.82M 0.01%
137,896
-19,334
MCHP icon
1032
Microchip Technology
MCHP
$29.9B
$5.82M 0.01%
82,750
-3,898
CYBR icon
1033
CyberArk
CYBR
$25.1B
$5.81M 0.01%
14,284
+399
SONY icon
1034
Sony
SONY
$179B
$5.8M 0.01%
222,792
+2,562
NNI icon
1035
Nelnet
NNI
$4.7B
$5.77M 0.01%
47,642
+1,989
RELX icon
1036
RELX
RELX
$75.5B
$5.76M 0.01%
106,047
-2,300
DKS icon
1037
Dick's Sporting Goods
DKS
$20.1B
$5.73M 0.01%
28,972
+2,222
HWM icon
1038
Howmet Aerospace
HWM
$82.7B
$5.73M 0.01%
30,759
+788
ANSS
1039
DELISTED
Ansys
ANSS
$5.71M 0.01%
16,262
-1,117
FITB icon
1040
Fifth Third Bancorp
FITB
$28.5B
$5.69M 0.01%
138,348
-61,165
UDEC icon
1041
Innovator US Equity Ultra Buffer ETF December
UDEC
$296M
$5.69M 0.01%
156,146
+87,918
WCMI
1042
First Trust WCM International Equity ETF
WCMI
$526M
$5.68M 0.01%
356,995
+33,148
TM icon
1043
Toyota
TM
$269B
$5.61M 0.01%
32,558
-7,486
KNG icon
1044
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.69B
$5.6M 0.01%
113,978
-3,367
CLS icon
1045
Celestica
CLS
$35.6B
$5.58M 0.01%
35,778
+27,133
CW icon
1046
Curtiss-Wright
CW
$21.2B
$5.58M 0.01%
11,419
-453
MAIN icon
1047
Main Street Capital
MAIN
$5.29B
$5.54M 0.01%
93,661
-6,950
SKYY icon
1048
First Trust Cloud Computing ETF
SKYY
$3.2B
$5.53M 0.01%
45,441
+3,840
NZF icon
1049
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$5.51M 0.01%
462,448
+16,659
BFAM icon
1050
Bright Horizons
BFAM
$5.68B
$5.5M 0.01%
44,522
-374
40 41
42
43 44