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
BUD icon
1226
AB InBev
BUD
$126B
$3.67M ﹤0.01%
53,341
+14,076
BSCS icon
1227
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$3.66M ﹤0.01%
178,477
+7,652
BJ icon
1228
BJs Wholesale Club
BJ
$12.4B
$3.65M ﹤0.01%
33,873
+15,731
ESS icon
1229
Essex Property Trust
ESS
$16.4B
$3.65M ﹤0.01%
12,870
-120
DES icon
1230
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$3.64M ﹤0.01%
114,661
+1,758
CORT icon
1231
Corcept Therapeutics
CORT
$7.95B
$3.64M ﹤0.01%
49,578
-50,674
FSS icon
1232
Federal Signal
FSS
$6.68B
$3.63M ﹤0.01%
34,091
+771
VSTS icon
1233
Vestis
VSTS
$707M
$3.62M ﹤0.01%
632,235
+236,316
FYX icon
1234
First Trust Small Cap Core AlphaDEX Fund
FYX
$873M
$3.62M ﹤0.01%
37,219
-506
IRMD icon
1235
iRadimed
IRMD
$1.07B
$3.61M ﹤0.01%
60,361
SCHJ icon
1236
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$597M
$3.61M ﹤0.01%
145,439
+905
ISCF icon
1237
iShares International Small Cap Equity Factor ETF
ISCF
$491M
$3.61M ﹤0.01%
93,017
+1,432
ZION icon
1238
Zions Bancorporation
ZION
$7.51B
$3.6M ﹤0.01%
69,388
+968
SPYD icon
1239
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.23B
$3.6M ﹤0.01%
84,856
+10,153
CGW icon
1240
Invesco S&P Global Water Index ETF
CGW
$1.02B
$3.6M ﹤0.01%
57,584
+3,292
IYF icon
1241
iShares US Financials ETF
IYF
$4.03B
$3.6M ﹤0.01%
29,721
+670
CRTO icon
1242
Criteo
CRTO
$1.13B
$3.6M ﹤0.01%
150,054
-16,238
SMFG icon
1243
Sumitomo Mitsui Financial
SMFG
$106B
$3.59M ﹤0.01%
237,619
-16,721
RDIV icon
1244
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$852M
$3.59M ﹤0.01%
74,950
-20,378
IYJ icon
1245
iShares US Industrials ETF
IYJ
$1.66B
$3.58M ﹤0.01%
25,155
-1,114
RDDT icon
1246
Reddit
RDDT
$35.9B
$3.57M ﹤0.01%
23,723
+1,174
APA icon
1247
APA Corp
APA
$8.63B
$3.57M ﹤0.01%
195,168
+49,636
WTRG icon
1248
Essential Utilities
WTRG
$11.3B
$3.56M ﹤0.01%
95,978
-3,836
CGXU icon
1249
Capital Group International Focus Equity ETF
CGXU
$4.2B
$3.56M ﹤0.01%
131,374
+30
KCE icon
1250
State Street SPDR S&P Capital Markets ETF
KCE
$596M
$3.56M ﹤0.01%
24,583
+5
48 49
50
51 52