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
FSK icon
1126
FS KKR Capital
FSK
$4.37B
$4.54M 0.01%
218,593
-29,409
VCR icon
1127
Vanguard Consumer Discretionary ETF
VCR
$6.33B
$4.52M 0.01%
12,484
+965
CWB icon
1128
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.58B
$4.5M 0.01%
54,388
+2,313
BMAR icon
1129
Innovator US Equity Buffer ETF March
BMAR
$203M
$4.48M 0.01%
91,322
-11,357
FIX icon
1130
Comfort Systems
FIX
$32.5B
$4.48M 0.01%
8,349
+357
SMIN icon
1131
iShares MSCI India Small-Cap ETF
SMIN
$914M
$4.47M 0.01%
57,889
+43,883
PRI icon
1132
Primerica
PRI
$8.15B
$4.43M 0.01%
16,179
-1,112
FMHI icon
1133
First Trust Municipal High Income ETF
FMHI
$785M
$4.41M 0.01%
94,508
-97,209
NRK icon
1134
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$898M
$4.41M 0.01%
445,312
+8,398
PMAY icon
1135
Innovator US Equity Power Buffer ETF May
PMAY
$636M
$4.41M 0.01%
116,746
+9,566
IYG icon
1136
iShares US Financial Services ETF
IYG
$1.95B
$4.4M 0.01%
51,375
-2,425
USDU icon
1137
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$154M
$4.39M 0.01%
170,411
+119,085
EZU icon
1138
iShare MSCI Eurozone ETF
EZU
$8.17B
$4.39M 0.01%
73,822
+5,885
WIW
1139
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$545M
$4.36M 0.01%
497,533
-286
FDVV icon
1140
Fidelity High Dividend ETF
FDVV
$7.02B
$4.35M 0.01%
83,540
+42,646
IBTM icon
1141
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$438M
$4.34M 0.01%
188,567
+8,884
FNDA icon
1142
Schwab Fundamental US Small Company Index ETF
FNDA
$9.1B
$4.34M 0.01%
151,555
+804
BRO icon
1143
Brown & Brown
BRO
$27.5B
$4.33M 0.01%
39,073
-1,098
NVG icon
1144
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$4.3M 0.01%
360,211
+5,248
MEAR icon
1145
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.24B
$4.29M 0.01%
85,303
+7,589
XBJL icon
1146
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$142M
$4.25M 0.01%
118,135
+212
FTSL icon
1147
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$4.24M 0.01%
92,298
-5,268
JHSC icon
1148
John Hancock Multifactor Small Cap ETF
JHSC
$604M
$4.23M 0.01%
108,391
-1,245
SLVP icon
1149
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$580M
$4.22M 0.01%
236,818
+52,665
NICE icon
1150
Nice
NICE
$8.31B
$4.2M 0.01%
24,888
+270
44 45
46
47 48