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
PNW icon
1051
Pinnacle West Capital
PNW
$12.2B
$6.45M 0.01%
72,670
+3,146
SE icon
1052
Sea Limited
SE
$52B
$6.44M 0.01%
50,450
-5,246
ACGL icon
1053
Arch Capital
ACGL
$34.2B
$6.38M 0.01%
66,551
-15,907
FDS icon
1054
Factset
FDS
$7.87B
$6.37M 0.01%
21,950
-53,075
INFL icon
1055
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.49B
$6.31M 0.01%
142,024
+95,792
TOL icon
1056
Toll Brothers
TOL
$13.8B
$6.3M 0.01%
46,596
+2,345
AJUL
1057
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$58.4M
$6.28M 0.01%
215,922
-870
PTLC icon
1058
Pacer Trendpilot US Large Cap ETF
PTLC
$3.21B
$6.27M 0.01%
112,815
+4,378
VNLA icon
1059
Janus Henderson Short Duration Income ETF
VNLA
$3.09B
$6.26M 0.01%
127,302
-68,601
PMAR icon
1060
Innovator US Equity Power Buffer ETF March
PMAR
$655M
$6.25M 0.01%
139,156
-793
UBS icon
1061
UBS Group
UBS
$120B
$6.24M 0.01%
134,639
+9,276
DFNL icon
1062
Davis Select Financial ETF
DFNL
$438M
$6.23M 0.01%
128,853
+1,004
PJAN icon
1063
Innovator US Equity Power Buffer ETF January
PJAN
$1.56B
$6.19M 0.01%
131,736
-1,286
FMHI icon
1064
First Trust Municipal High Income ETF
FMHI
$933M
$6.19M 0.01%
129,117
+8,073
IBTM icon
1065
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$529M
$6.19M 0.01%
268,204
+47,540
ICSH icon
1066
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.06B
$6.19M 0.01%
122,306
+26,616
XDQQ icon
1067
Innovator Growth Accelerated ETF Quarterly
XDQQ
$63.1M
$6.13M 0.01%
155,026
IBTO icon
1068
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$443M
$6.12M 0.01%
249,279
+64,472
SAN icon
1069
Banco Santander
SAN
$165B
$6.1M 0.01%
519,836
+5,680
MAS icon
1070
Masco
MAS
$12.9B
$6.09M 0.01%
95,936
-7,152
WDC icon
1071
Western Digital
WDC
$91.1B
$6.08M 0.01%
35,293
+10,700
KEY icon
1072
KeyCorp
KEY
$21.4B
$6.07M 0.01%
293,969
+110,594
SHYM
1073
iShares Short Duration High Yield Muni Active ETF
SHYM
$515M
$6.03M 0.01%
271,230
+132,919
GSK icon
1074
GSK
GSK
$110B
$6.02M 0.01%
122,727
-166,175
OSW icon
1075
OneSpaWorld
OSW
$2.12B
$6.02M 0.01%
290,114
-12
41 42
43
44 45