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
EEMV icon
1151
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.77B
$4.2M 0.01%
66,924
+1,746
ACWV icon
1152
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.32B
$4.19M 0.01%
35,379
+59
IGM icon
1153
iShares Expanded Tech Sector ETF
IGM
$9.62B
$4.19M 0.01%
37,327
+2,511
MSM icon
1154
MSC Industrial Direct
MSM
$5.05B
$4.19M 0.01%
49,230
+1,206
JCPI icon
1155
JPMorgan Inflation Managed Bond ETF
JCPI
$765M
$4.18M 0.01%
86,660
+8,920
IP icon
1156
International Paper
IP
$20.2B
$4.18M 0.01%
89,197
-14,695
BBVA icon
1157
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
$4.18M 0.01%
271,690
-34,290
JAVA icon
1158
JPMorgan Active Value ETF
JAVA
$4.29B
$4.18M 0.01%
63,749
+3,880
FTAI icon
1159
FTAI Aviation
FTAI
$15.9B
$4.17M 0.01%
36,283
-334
GNTX icon
1160
Gentex
GNTX
$5.13B
$4.17M 0.01%
189,788
-5,438
MDB icon
1161
MongoDB
MDB
$28.9B
$4.16M 0.01%
19,796
+276
CTRE icon
1162
CareTrust REIT
CTRE
$8.02B
$4.15M 0.01%
135,731
+123,203
AHR icon
1163
American Healthcare REIT
AHR
$8.5B
$4.15M 0.01%
112,874
-5,356
ILMN icon
1164
Illumina
ILMN
$18.8B
$4.13M 0.01%
43,294
+3,124
MMYT icon
1165
MakeMyTrip
MMYT
$7.34B
$4.12M 0.01%
42,080
-2,087
KYN icon
1166
Kayne Anderson Energy Infrastructure Fund
KYN
$2.01B
$4.12M 0.01%
323,520
-18,659
CAVA icon
1167
CAVA Group
CAVA
$5.61B
$4.11M 0.01%
48,803
+5,240
DRI icon
1168
Darden Restaurants
DRI
$20.6B
$4.1M 0.01%
18,799
+1,065
HII icon
1169
Huntington Ingalls Industries
HII
$12.4B
$4.08M 0.01%
16,914
+8,825
XDSQ icon
1170
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$76M
$4.08M 0.01%
109,206
INFL icon
1171
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.34B
$4.08M 0.01%
96,756
-4,214
VTWO icon
1172
Vanguard Russell 2000 ETF
VTWO
$12.6B
$4.06M 0.01%
46,595
+11,229
VLTO icon
1173
Veralto
VLTO
$24.5B
$4.06M 0.01%
40,187
-9,675
FPX icon
1174
First Trust US Equity Opportunities ETF
FPX
$1.1B
$4.05M 0.01%
27,945
-327
SFBS icon
1175
ServisFirst Bancshares
SFBS
$3.89B
$4.03M 0.01%
52,054
-1,333
45 46
47
48 49