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
WST icon
1576
West Pharmaceutical
WST
$19.2B
$1.93M ﹤0.01%
8,818
-1,369
ALB icon
1577
Albemarle
ALB
$13.5B
$1.93M ﹤0.01%
30,751
+19,219
WWD icon
1578
Woodward
WWD
$15.8B
$1.92M ﹤0.01%
7,843
+97
REGL icon
1579
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.79B
$1.92M ﹤0.01%
23,531
+862
CCAP icon
1580
Crescent Capital BDC
CCAP
$504M
$1.91M ﹤0.01%
135,683
-1,683
PTMC icon
1581
Pacer Trendpilot US Mid Cap ETF
PTMC
$407M
$1.91M ﹤0.01%
+54,798
GCOW icon
1582
Pacer Global Cash Cows Dividend ETF
GCOW
$2.57B
$1.91M ﹤0.01%
50,292
+5,716
PTLC icon
1583
Pacer Trendpilot US Large Cap ETF
PTLC
$3.47B
$1.9M ﹤0.01%
37,513
+4,247
AFRM icon
1584
Affirm
AFRM
$24.2B
$1.9M ﹤0.01%
27,508
+1,327
ENTG icon
1585
Entegris
ENTG
$12.3B
$1.9M ﹤0.01%
23,554
-5,426
OHI icon
1586
Omega Healthcare
OHI
$12.8B
$1.9M ﹤0.01%
51,772
-3,397
AVAV icon
1587
AeroVironment
AVAV
$14.8B
$1.88M ﹤0.01%
6,609
-2,090
APOC
1588
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$52.6M
$1.88M ﹤0.01%
73,720
FXN icon
1589
First Trust Energy AlphaDEX Fund
FXN
$278M
$1.88M ﹤0.01%
123,906
-33,395
UCB
1590
United Community Banks
UCB
$3.64B
$1.88M ﹤0.01%
62,993
+1,572
TDIV icon
1591
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.62B
$1.87M ﹤0.01%
20,747
+52
DB icon
1592
Deutsche Bank
DB
$73B
$1.87M ﹤0.01%
63,753
+9,888
EDOW icon
1593
First Trust Dow 30 Equal Weight ETF
EDOW
$231M
$1.87M ﹤0.01%
+48,671
WBA
1594
DELISTED
Walgreens Boots Alliance
WBA
$1.86M ﹤0.01%
162,046
-11,159
MFG icon
1595
Mizuho Financial
MFG
$84.4B
$1.85M ﹤0.01%
333,232
-5,582
ARW icon
1596
Arrow Electronics
ARW
$5.68B
$1.85M ﹤0.01%
14,507
-1,135
FXL icon
1597
First Trust Technology AlphaDEX Fund
FXL
$1.4B
$1.84M ﹤0.01%
11,710
-1
LCTU icon
1598
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.39B
$1.84M ﹤0.01%
27,374
-1,067
BSMP icon
1599
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
$1.84M ﹤0.01%
74,986
+10,881
ILCG icon
1600
iShares Morningstar Growth ETF
ILCG
$3.03B
$1.84M ﹤0.01%
18,973
-2,165
62 63
64
65 66