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
KIM icon
1301
Kimco Realty
KIM
$13.8B
$3.2M ﹤0.01%
152,056
-5,967
PCG icon
1302
PG&E
PCG
$36.6B
$3.19M ﹤0.01%
229,101
-25,780
SOFI icon
1303
SoFi Technologies
SOFI
$34.2B
$3.19M ﹤0.01%
175,327
-9,156
AVSD icon
1304
Avantis Responsible International Equity ETF
AVSD
$224M
$3.18M ﹤0.01%
47,127
-5,520
CLOZ icon
1305
Panagram BBB-B CLO ETF
CLOZ
$857M
$3.18M ﹤0.01%
118,769
+88,290
TXT icon
1306
Textron
TXT
$14.4B
$3.17M ﹤0.01%
39,523
-35,253
HLN icon
1307
Haleon
HLN
$44.1B
$3.17M ﹤0.01%
305,783
-35,399
VALE icon
1308
Vale
VALE
$52.8B
$3.17M ﹤0.01%
326,116
+7,030
DOCU icon
1309
DocuSign
DOCU
$13.5B
$3.17M ﹤0.01%
40,645
-5,045
AVSE icon
1310
Avantis Responsible Emerging Markets Equity ETF
AVSE
$163M
$3.16M ﹤0.01%
53,968
-2,800
VOD icon
1311
Vodafone
VOD
$29.6B
$3.15M ﹤0.01%
295,370
+52,680
EXEL icon
1312
Exelixis
EXEL
$11.4B
$3.15M ﹤0.01%
71,382
-9,616
GBIL icon
1313
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.26B
$3.14M ﹤0.01%
31,390
-10,386
BITB icon
1314
Bitwise Bitcoin ETF
BITB
$3.76B
$3.14M ﹤0.01%
53,560
+20,393
XBOC icon
1315
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$73.1M
$3.14M ﹤0.01%
98,460
-3,379
BV icon
1316
BrightView Holdings
BV
$1.16B
$3.13M ﹤0.01%
188,149
+22
PRM icon
1317
Perimeter Solutions
PRM
$3.8B
$3.13M ﹤0.01%
224,964
JHML icon
1318
John Hancock Multifactor Large Cap ETF
JHML
$1.06B
$3.12M ﹤0.01%
42,588
+16,099
IBDY icon
1319
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$856M
$3.12M ﹤0.01%
120,584
+20,468
BAUG icon
1320
Innovator US Equity Buffer ETF August
BAUG
$221M
$3.11M ﹤0.01%
67,606
-16,580
BJUN icon
1321
Innovator US Equity Buffer ETF June
BJUN
$179M
$3.11M ﹤0.01%
71,067
-493
ARLP icon
1322
Alliance Resource Partners
ARLP
$3.21B
$3.1M ﹤0.01%
118,594
-6,915
AEE icon
1323
Ameren
AEE
$28.3B
$3.1M ﹤0.01%
32,274
-4,186
FRT icon
1324
Federal Realty Investment Trust
FRT
$8.42B
$3.1M ﹤0.01%
32,622
+762
EPAM icon
1325
EPAM Systems
EPAM
$9.97B
$3.08M ﹤0.01%
17,425
+2,164
51 52
53
54 55