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
ARM icon
1101
Arm
ARM
$148B
$4.74M 0.01%
29,301
+3,980
DBB icon
1102
Invesco DB Base Metals Fund
DBB
$137M
$4.73M 0.01%
244,004
GIGB icon
1103
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$682M
$4.72M 0.01%
102,608
+33,484
QEFA icon
1104
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$962M
$4.72M 0.01%
55,275
+1,644
BUFC icon
1105
AB Conservative Buffer ETF
BUFC
$953M
$4.69M 0.01%
118,841
-15,514
UGI icon
1106
UGI
UGI
$7.43B
$4.69M 0.01%
128,701
+12,262
UNM icon
1107
Unum
UNM
$12.9B
$4.68M 0.01%
57,988
-2,382
PRFZ icon
1108
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$4.68M 0.01%
114,992
-1,945
FXF icon
1109
Invesco CurrencyShares Swiss Franc Trust
FXF
$396M
$4.67M 0.01%
41,805
+756
SFM icon
1110
Sprouts Farmers Market
SFM
$7.91B
$4.67M 0.01%
28,354
-4,447
HPQ icon
1111
HP
HPQ
$23.6B
$4.67M 0.01%
190,774
-13,659
EDV icon
1112
Vanguard World Funds Extended Duration ETF
EDV
$3.95B
$4.67M 0.01%
69,325
+7,356
EA icon
1113
Electronic Arts
EA
$50.3B
$4.66M 0.01%
29,175
-202
CEF icon
1114
Sprott Physical Gold and Silver Trust
CEF
$7.74B
$4.65M 0.01%
154,540
+15,562
HDEF icon
1115
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.18B
$4.62M 0.01%
160,235
+36,037
ZBH icon
1116
Zimmer Biomet
ZBH
$17.9B
$4.62M 0.01%
50,696
-43
FUTU icon
1117
Futu Holdings
FUTU
$25.1B
$4.62M 0.01%
+37,406
ETY icon
1118
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.45B
$4.61M 0.01%
298,312
+8,645
MGM icon
1119
MGM Resorts International
MGM
$9.04B
$4.61M 0.01%
134,087
+14,221
XYZ
1120
Block Inc
XYZ
$38.8B
$4.61M 0.01%
67,838
-106,752
ZM icon
1121
Zoom
ZM
$25.4B
$4.6M 0.01%
59,047
-667
SAIC icon
1122
Saic
SAIC
$4.13B
$4.58M 0.01%
40,633
-339
GPK icon
1123
Graphic Packaging
GPK
$4.79B
$4.57M 0.01%
216,981
-6,974
ENSG icon
1124
The Ensign Group
ENSG
$10.3B
$4.56M 0.01%
29,587
-803
ICSH icon
1125
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
$4.54M 0.01%
89,540
+8,450
43 44
45
46 47