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
CMBS icon
1051
iShares CMBS ETF
CMBS
$484M
$5.49M 0.01%
112,740
+1,800
XDQQ icon
1052
Innovator Growth Accelerated ETF Quarterly
XDQQ
$62.4M
$5.49M 0.01%
157,265
-30,867
SNPS icon
1053
Synopsys
SNPS
$74B
$5.49M 0.01%
10,700
-294
IVOV icon
1054
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.06B
$5.48M 0.01%
57,366
+53,936
CCC
1055
CCC Intelligent Solutions
CCC
$4.77B
$5.46M 0.01%
580,411
-4,888
PTNQ icon
1056
Pacer Trendpilot 100 ETF
PTNQ
$1.32B
$5.44M 0.01%
+76,265
NAD icon
1057
Nuveen Quality Municipal Income Fund
NAD
$2.81B
$5.39M 0.01%
477,843
+15,618
BUG icon
1058
Global X Cybersecurity ETF
BUG
$1.07B
$5.38M 0.01%
145,101
+5,513
MFC icon
1059
Manulife Financial
MFC
$59.4B
$5.38M 0.01%
168,310
-1,743
VSGX icon
1060
Vanguard ESG International Stock ETF
VSGX
$5.31B
$5.37M 0.01%
81,913
-1,562
DFNL icon
1061
Davis Select Financial ETF
DFNL
$310M
$5.36M 0.01%
124,838
-2,049
FXI icon
1062
iShares China Large-Cap ETF
FXI
$7.03B
$5.35M 0.01%
145,595
-1,333
USSH icon
1063
WisdomTree 1-3 Year Laddered Treasury Fund
USSH
$18.3M
$5.34M 0.01%
105,417
+38,925
RRX icon
1064
Regal Rexnord
RRX
$9.2B
$5.27M 0.01%
36,352
+32,399
ISTB icon
1065
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$5.27M 0.01%
108,287
-14,384
LSEQ icon
1066
Harbor Long-Short Equity ETF
LSEQ
$21M
$5.27M 0.01%
187,224
+1,721
FMB icon
1067
First Trust Managed Municipal ETF
FMB
$1.92B
$5.26M 0.01%
105,634
-126,310
ACEL icon
1068
Accel Entertainment
ACEL
$858M
$5.25M 0.01%
446,354
+5,259
PINK icon
1069
Simplify Health Care ETF
PINK
$160M
$5.22M 0.01%
173,899
+1,677
EWY icon
1070
iShares MSCI South Korea ETF
EWY
$6.75B
$5.22M 0.01%
+72,662
NMFC icon
1071
New Mountain Finance
NMFC
$991M
$5.21M 0.01%
493,699
-913,273
HEQT icon
1072
Simplify Hedged Equity ETF
HEQT
$312M
$5.19M 0.01%
172,812
-139,347
DSL
1073
DoubleLine Income Solutions Fund
DSL
$1.32B
$5.18M 0.01%
423,017
+5,071
CGUS icon
1074
Capital Group Core Equity ETF
CGUS
$7.48B
$5.15M 0.01%
139,386
+22,352
ADM icon
1075
Archer Daniels Midland
ADM
$28.1B
$5.12M 0.01%
96,984
+4,915
41 42
43
44 45