HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.4B
AUM Growth
+$3.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,870
New
Increased
Reduced
Closed

Top Buys

1
+$396M
2
+$186M
3
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

1
+$114M
2
+$104M
3
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M

Sector Composition

1 Technology 13.28%
2 Financials 9.66%
3 Consumer Discretionary 5.7%
4 Healthcare 5.32%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWN icon
1301
iShares MSCI Netherlands ETF
EWN
$304M
$3.87M ﹤0.01%
67,806
+1,989
BSMQ icon
1302
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$295M
$3.86M ﹤0.01%
163,159
+119,541
CSRE
1303
Cohen & Steers Real Estate Active ETF
CSRE
$280M
$3.85M ﹤0.01%
150,887
+48,030
CRWV
1304
CoreWeave Inc
CRWV
$42B
$3.82M ﹤0.01%
53,390
-11,381
TPR icon
1305
Tapestry
TPR
$28.9B
$3.8M ﹤0.01%
29,771
+2,879
XYZ
1306
Block Inc
XYZ
$35.9B
$3.8M ﹤0.01%
58,315
-12,982
WCN icon
1307
Waste Connections
WCN
$42.7B
$3.79M ﹤0.01%
21,626
+1,077
ARB icon
1308
AltShares Merger Arbitrage ETF
ARB
$103M
$3.79M ﹤0.01%
130,375
+10,798
BUFC icon
1309
AB Conservative Buffer ETF
BUFC
$1.01B
$3.78M ﹤0.01%
91,407
+2,423
BSMR icon
1310
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$320M
$3.78M ﹤0.01%
159,532
+81,610
UTES icon
1311
Virtus Reaves Utilities ETF
UTES
$1.38B
$3.77M ﹤0.01%
47,747
+17,381
AA icon
1312
Alcoa
AA
$17.4B
$3.76M ﹤0.01%
70,772
-3,904
IDA icon
1313
Idacorp
IDA
$7.74B
$3.75M ﹤0.01%
29,644
-723
ZJUL
1314
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$136M
$3.75M ﹤0.01%
128,962
NWG icon
1315
NatWest
NWG
$61B
$3.74M ﹤0.01%
213,743
+2,849
DEO icon
1316
Diageo
DEO
$42.7B
$3.74M ﹤0.01%
43,327
-39,498
IYR icon
1317
iShares US Real Estate ETF
IYR
$4.51B
$3.74M ﹤0.01%
39,805
-5,894
CMF icon
1318
iShares California Muni Bond ETF
CMF
$4.11B
$3.73M ﹤0.01%
64,951
-2,504
SOLS
1319
Solstice Advanced Materials
SOLS
$11.4B
$3.73M ﹤0.01%
+76,770
KNTK icon
1320
Kinetik
KNTK
$2.92B
$3.71M ﹤0.01%
102,906
+25,574
CYBR
1321
DELISTED
CyberArk
CYBR
$3.69M ﹤0.01%
8,279
-247
BMO icon
1322
Bank of Montreal
BMO
$98.1B
$3.69M ﹤0.01%
28,428
-411
VTR icon
1323
Ventas
VTR
$40.9B
$3.69M ﹤0.01%
47,664
+5,572
CSPF
1324
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$145M
$3.69M ﹤0.01%
142,224
+32,578
EPAM icon
1325
EPAM Systems
EPAM
$7.35B
$3.69M ﹤0.01%
17,987
+216
51 52
53
54 55