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
BSMT icon
1426
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$208M
$2.54M ﹤0.01%
111,801
-1,662
ZSEP
1427
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$144M
$2.53M ﹤0.01%
97,699
-587
IYK icon
1428
iShares US Consumer Staples ETF
IYK
$1.29B
$2.52M ﹤0.01%
35,824
+23,787
CM icon
1429
Canadian Imperial Bank of Commerce
CM
$80.1B
$2.52M ﹤0.01%
35,640
+626
IOO icon
1430
iShares Global 100 ETF
IOO
$7.62B
$2.51M ﹤0.01%
23,328
+66
BXMT icon
1431
Blackstone Mortgage Trust
BXMT
$3.09B
$2.51M ﹤0.01%
130,322
-10,413
POR icon
1432
Portland General Electric
POR
$5.67B
$2.5M ﹤0.01%
61,622
-17,859
EMN icon
1433
Eastman Chemical
EMN
$7.15B
$2.5M ﹤0.01%
33,494
-1,177
PKW icon
1434
Invesco BuyBack Achievers ETF
PKW
$1.48B
$2.5M ﹤0.01%
20,226
+19
PSTL
1435
Postal Realty Trust
PSTL
$408M
$2.5M ﹤0.01%
169,518
+2,000
TECK icon
1436
Teck Resources
TECK
$20.4B
$2.49M ﹤0.01%
61,698
-7,552
LECO icon
1437
Lincoln Electric
LECO
$12.5B
$2.49M ﹤0.01%
12,000
-1,685
TAXF icon
1438
American Century Diversified Municipal Bond ETF
TAXF
$521M
$2.48M ﹤0.01%
50,785
-101,792
HBM icon
1439
Hudbay
HBM
$6.28B
$2.48M ﹤0.01%
+234,155
BURL icon
1440
Burlington
BURL
$17.8B
$2.47M ﹤0.01%
10,624
+7,003
SUSB icon
1441
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$2.47M ﹤0.01%
98,097
-3,948
EUFN icon
1442
iShares MSCI Europe Financials ETF
EUFN
$4.6B
$2.47M ﹤0.01%
77,984
-31,053
EEFT icon
1443
Euronet Worldwide
EEFT
$2.95B
$2.46M ﹤0.01%
24,294
-397
GHLD icon
1444
Guild Holdings
GHLD
$1.24B
$2.45M ﹤0.01%
124,167
-90
EPRT icon
1445
Essential Properties Realty Trust
EPRT
$6.1B
$2.44M ﹤0.01%
76,514
+53,045
FTGC icon
1446
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.33B
$2.44M ﹤0.01%
98,912
-21,757
ROST icon
1447
Ross Stores
ROST
$52.6B
$2.44M ﹤0.01%
19,100
-634
IBTP
1448
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$183M
$2.44M ﹤0.01%
94,761
+9,761
NVT icon
1449
nVent Electric
NVT
$17.1B
$2.43M ﹤0.01%
33,227
+4,059
LW icon
1450
Lamb Weston
LW
$8.06B
$2.43M ﹤0.01%
46,864
+5,034
56 57
58
59 60