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
MP icon
1626
MP Materials
MP
$10.2B
$1.76M ﹤0.01%
52,783
-1,661
STE icon
1627
Steris
STE
$25.6B
$1.75M ﹤0.01%
7,287
-3,757
HMC icon
1628
Honda
HMC
$38.6B
$1.75M ﹤0.01%
60,691
+11,925
GTEN
1629
Gores Holdings X
GTEN
$467M
$1.75M ﹤0.01%
+170,700
PFM icon
1630
Invesco Dividend Achievers ETF
PFM
$746M
$1.75M ﹤0.01%
36,301
-261
TUA icon
1631
Simplify Short Term Treasury Futures Strategy ETF
TUA
$628M
$1.75M ﹤0.01%
79,271
-1,969
ALC icon
1632
Alcon
ALC
$38.6B
$1.74M ﹤0.01%
19,687
-2,180
BG icon
1633
Bunge Global
BG
$18.7B
$1.74M ﹤0.01%
21,623
-3,759
AOCT
1634
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$78.7M
$1.73M ﹤0.01%
67,466
-1,987
PGHY icon
1635
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$185M
$1.72M ﹤0.01%
86,807
-15,712
SPLB icon
1636
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$897M
$1.72M ﹤0.01%
76,368
+7,239
BEP icon
1637
Brookfield Renewable
BEP
$8.23B
$1.72M ﹤0.01%
67,550
+901
IDU icon
1638
iShares US Utilities ETF
IDU
$1.64B
$1.72M ﹤0.01%
16,466
-36
TJAN
1639
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$37.2M
$1.72M ﹤0.01%
65,341
FPXI icon
1640
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$158M
$1.72M ﹤0.01%
30,483
-1,310
ELM
1641
Elm Market Navigator ETF
ELM
$473M
$1.72M ﹤0.01%
+66,283
RHI icon
1642
Robert Half
RHI
$2.78B
$1.71M ﹤0.01%
41,771
+7,685
EVR icon
1643
Evercore
EVR
$11.9B
$1.71M ﹤0.01%
6,338
-630
ZOCT
1644
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$61.3M
$1.71M ﹤0.01%
65,833
SPHD icon
1645
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.1B
$1.69M ﹤0.01%
35,602
+446
CFR icon
1646
Cullen/Frost Bankers
CFR
$7.87B
$1.69M ﹤0.01%
13,156
+826
CGDG icon
1647
Capital Group Dividend Growers ETF
CGDG
$3.38B
$1.69M ﹤0.01%
50,282
+5,947
SNAP icon
1648
Snap
SNAP
$14.8B
$1.69M ﹤0.01%
194,451
-3,954
FNDE icon
1649
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.08B
$1.69M ﹤0.01%
51,108
-1,363
STRL icon
1650
Sterling Infrastructure
STRL
$10B
$1.69M ﹤0.01%
7,307
-849
64 65
66
67 68