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
$91.4B
AUM Growth
+$3.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,870
New
Increased
Reduced
Closed

Top Buys

1
+$396M
2
+$186M
3
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

1
+$114M
2
+$104M
3
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M

Sector Composition

1 Technology 13.28%
2 Financials 9.68%
3 Consumer Discretionary 5.7%
4 Healthcare 5.32%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDVY icon
151
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11B
$127M 0.14%
3,305,788
+178,736
PANW icon
152
Palo Alto Networks
PANW
$149B
$126M 0.14%
684,472
-28,308
EXAS
153
DELISTED
Exact Sciences
EXAS
$125M 0.14%
1,227,761
-2,195
XLF icon
154
State Street Financial Select Sector SPDR ETF
XLF
$50.9B
$125M 0.14%
2,273,156
-62,700
DFEM icon
155
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.89B
$124M 0.14%
3,760,186
+86,184
EPD icon
156
Enterprise Products Partners
EPD
$83.2B
$124M 0.14%
3,858,629
+762,079
SPEM icon
157
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$123M 0.13%
2,626,206
+893,023
MCO icon
158
Moody's
MCO
$79.4B
$122M 0.13%
238,004
-9,343
ASML icon
159
ASML
ASML
$556B
$121M 0.13%
113,343
-4,872
IWV icon
160
iShares Russell 3000 ETF
IWV
$19B
$121M 0.13%
312,640
-8,210
CRM icon
161
Salesforce
CRM
$153B
$120M 0.13%
453,038
-16,297
USFR icon
162
WisdomTree Floating Rate Treasury Fund
USFR
$17B
$120M 0.13%
2,379,078
+292,960
MGV icon
163
Vanguard Mega Cap Value ETF
MGV
$11.9B
$118M 0.13%
837,780
-18,505
AMAT icon
164
Applied Materials
AMAT
$326B
$118M 0.13%
460,161
-2,659
BIPC icon
165
Brookfield Infrastructure
BIPC
$4.65B
$118M 0.13%
2,592,739
+59,214
VFLO icon
166
VictoryShares Free Cash Flow ETF
VFLO
$6.85B
$117M 0.13%
2,977,348
+120,109
PLTR icon
167
Palantir
PLTR
$326B
$117M 0.13%
657,580
-15,255
SPMD icon
168
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.1B
$117M 0.13%
2,015,678
-1,316,368
GEV icon
169
GE Vernova
GEV
$294B
$115M 0.13%
176,401
+5,595
SCI icon
170
Service Corp International
SCI
$11B
$115M 0.13%
1,471,846
+575,793
GLDM icon
171
SPDR Gold MiniShares Trust
GLDM
$30.7B
$114M 0.12%
1,335,584
+17,412
ISRG icon
172
Intuitive Surgical
ISRG
$160B
$114M 0.12%
200,450
+5,247
SRE icon
173
Sempra
SRE
$61.7B
$113M 0.12%
1,284,970
-33,948
VGSH icon
174
Vanguard Short-Term Treasury ETF
VGSH
$28.9B
$112M 0.12%
1,910,663
-83,472
WTV icon
175
WisdomTree US Value Fund
WTV
$2.76B
$112M 0.12%
1,201,494
+44,310
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