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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.2B
AUM Growth
+$2.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,988
New
Increased
Reduced
Closed

Top Buys

1
+$1.52B
2
+$541M
3
+$338M
4
AAPL icon
Apple
AAPL
+$199M
5
NVDA icon
NVIDIA
NVDA
+$92.2M

Top Sells

1
+$129M
2
+$125M
3
+$94.7M
4
AZN icon
AstraZeneca
AZN
+$79.4M
5
TER icon
Teradyne
TER
+$67.3M

Sector Composition

1 Technology 12.05%
2 Financials 8.61%
3 Healthcare 6.66%
4 Consumer Discretionary 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWK icon
1451
Stanley Black & Decker
SWK
$12.5B
$3.13M ﹤0.01%
44,065
-3,159
TNL icon
1452
Travel + Leisure Co
TNL
$4.51B
$3.12M ﹤0.01%
45,035
+6,183
KCE icon
1453
State Street SPDR S&P Capital Markets ETF
KCE
$441M
$3.11M ﹤0.01%
22,614
-201
JFLX
1454
JPMorgan Flexible Debt ETF
JFLX
$1.35B
$3.11M ﹤0.01%
62,513
-1,319
CGNG
1455
Capital Group New Geography Equity ETF
CGNG
$2.41B
$3.09M ﹤0.01%
+97,954
SNY icon
1456
Sanofi
SNY
$107B
$3.09M ﹤0.01%
64,096
-8,436
BUG icon
1457
Global X Cybersecurity ETF
BUG
$1.09B
$3.09M ﹤0.01%
122,924
-10,571
SFBS
1458
ServisFirst Bancshares
SFBS
$4.33B
$3.08M ﹤0.01%
42,342
-1,368
IYG icon
1459
iShares US Financial Services ETF
IYG
$1.95B
$3.08M ﹤0.01%
37,156
-11,689
IBTK icon
1460
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$874M
$3.08M ﹤0.01%
155,971
-1,435
ZSEP
1461
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$128M
$3.07M ﹤0.01%
115,069
-3,091
TEI
1462
Templeton Emerging Markets Income Fund
TEI
$298M
$3.07M ﹤0.01%
510,283
+1,852
BNL icon
1463
Broadstone Net Lease
BNL
$4.02B
$3.06M ﹤0.01%
167,581
-5,199
HIG icon
1464
Hartford Financial Services
HIG
$35.4B
$3.06M ﹤0.01%
22,601
-48,475
CWEN icon
1465
Clearway Energy Class C
CWEN
$6.07B
$3.06M ﹤0.01%
77,762
+6,501
VTWV icon
1466
Vanguard Russell 2000 Value ETF
VTWV
$1.19B
$3.05M ﹤0.01%
18,260
-941
LMUB
1467
iShares Long-Term National Muni Bond ETF
LMUB
$1.62B
$3.05M ﹤0.01%
61,048
+32,202
TXT icon
1468
Textron
TXT
$16.2B
$3.05M ﹤0.01%
34,797
-4,899
IBTH icon
1469
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
$3.05M ﹤0.01%
135,771
+2,624
CNA icon
1470
CNA Financial
CNA
$11.9B
$3.04M ﹤0.01%
66,166
+3,488
BSMS icon
1471
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$304M
$3.03M ﹤0.01%
129,700
+12,566
UYLD icon
1472
Angel Oak UltraShort Income ETF
UYLD
$1.53B
$3.02M ﹤0.01%
+59,149
SCHI icon
1473
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$3.02M ﹤0.01%
132,950
-5,890
BIZD icon
1474
VanEck BDC Income ETF
BIZD
$1.57B
$3.01M ﹤0.01%
235,298
+106,855
DBEF icon
1475
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.73B
$3.01M ﹤0.01%
60,892
+22,741
57 58
59
60 61