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
NLY icon
1551
Annaly Capital Management
NLY
$14.9B
$2.01M ﹤0.01%
106,677
+23,216
LXU icon
1552
LSB Industries
LXU
$694M
$2.01M ﹤0.01%
257,242
+2,000
INGR icon
1553
Ingredion
INGR
$6.84B
$2.01M ﹤0.01%
14,794
-268
KBWB icon
1554
Invesco KBW Bank ETF
KBWB
$5.17B
$2.01M ﹤0.01%
28,001
-565
SPYX icon
1555
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.42B
$2M ﹤0.01%
39,267
-624
FUN icon
1556
Cedar Fair
FUN
$1.53B
$2M ﹤0.01%
65,714
-1,724
DOCS icon
1557
Doximity
DOCS
$9.36B
$1.99M ﹤0.01%
32,446
+1,113
FEX icon
1558
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.35B
$1.99M ﹤0.01%
18,088
-224
EDEN icon
1559
iShares MSCI Denmark ETF
EDEN
$188M
$1.99M ﹤0.01%
17,461
+2,314
IBTH icon
1560
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$1.99M ﹤0.01%
88,270
+4,713
GH icon
1561
Guardant Health
GH
$12.2B
$1.98M ﹤0.01%
38,117
-12,990
FUBO icon
1562
FuboTV Inc
FUBO
$1.27B
$1.98M ﹤0.01%
+512,435
CSHI icon
1563
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$639M
$1.97M ﹤0.01%
39,625
+3,301
JILL icon
1564
J. Jill
JILL
$227M
$1.97M ﹤0.01%
134,509
+18,785
NAUG
1565
Innovator Growth-100 Power Buffer ETF - August
NAUG
$84.7M
$1.96M ﹤0.01%
71,217
ARWR icon
1566
Arrowhead Research
ARWR
$5.69B
$1.96M ﹤0.01%
123,941
+11,524
BEPC icon
1567
Brookfield Renewable
BEPC
$7.53B
$1.96M ﹤0.01%
59,716
-4,048
SMR icon
1568
NuScale Power
SMR
$3.88B
$1.96M ﹤0.01%
49,480
+6,023
R icon
1569
Ryder
R
$6.84B
$1.96M ﹤0.01%
12,301
+3,860
LDRC
1570
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$9.11M
$1.96M ﹤0.01%
77,501
+27,603
BXP icon
1571
Boston Properties
BXP
$11.2B
$1.95M ﹤0.01%
28,883
-114
KNSL icon
1572
Kinsale Capital Group
KNSL
$9.14B
$1.95M ﹤0.01%
4,024
-159
XVV icon
1573
iShares ESG Screened S&P 500 ETF
XVV
$471M
$1.94M ﹤0.01%
40,774
+2,028
IBDZ
1574
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$439M
$1.94M ﹤0.01%
74,175
+21,785
LAZ icon
1575
Lazard
LAZ
$4.75B
$1.93M ﹤0.01%
40,245
+213
61 62
63
64 65