HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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 9.66%
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
AOCT
1751
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$69.6M
$1.72M ﹤0.01%
64,656
-3,013
ATR icon
1752
AptarGroup
ATR
$8.24B
$1.72M ﹤0.01%
14,068
+717
AVPT icon
1753
AvePoint
AVPT
$2.23B
$1.71M ﹤0.01%
123,397
+3
BPOP icon
1754
Popular Inc
BPOP
$8.43B
$1.71M ﹤0.01%
13,736
-406
CBSH icon
1755
Commerce Bancshares
CBSH
$7.02B
$1.71M ﹤0.01%
32,671
-17,976
VPLS icon
1756
Vanguard Core Plus Bond ETF
VPLS
$1.31B
$1.7M ﹤0.01%
21,820
+10,374
MAXJ
1757
iShares Large Cap Max Buffer Jun ETF
MAXJ
$149M
$1.7M ﹤0.01%
60,441
-421
EYE icon
1758
National Vision
EYE
$2.05B
$1.7M ﹤0.01%
65,900
+7,248
BIDU icon
1759
Baidu
BIDU
$43.1B
$1.7M ﹤0.01%
13,021
-5,799
KOMP icon
1760
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.44B
$1.7M ﹤0.01%
28,465
+5
CPER icon
1761
United States Copper Index Fund
CPER
$832M
$1.7M ﹤0.01%
48,619
+34,144
IAC icon
1762
IAC Inc
IAC
$2.88B
$1.7M ﹤0.01%
43,363
+9,214
COLB icon
1763
Columbia Banking Systems
COLB
$7.82B
$1.7M ﹤0.01%
60,655
+23,399
BCAR
1764
D. Boral ARC Acquisition I Corp
BCAR
$417M
$1.69M ﹤0.01%
+168,867
GTLS icon
1765
Chart Industries
GTLS
$9.89B
$1.69M ﹤0.01%
8,204
+50
ESE icon
1766
ESCO Technologies
ESE
$6.82B
$1.69M ﹤0.01%
8,652
-28
RIVN icon
1767
Rivian
RIVN
$18.6B
$1.69M ﹤0.01%
85,708
+24
ICLN icon
1768
iShares Global Clean Energy ETF
ICLN
$2.15B
$1.69M ﹤0.01%
102,716
-5,708
AGNC icon
1769
AGNC Investment
AGNC
$11.4B
$1.68M ﹤0.01%
156,351
+8,658
GATX icon
1770
GATX Corp
GATX
$5.94B
$1.67M ﹤0.01%
9,844
-1,264
IX icon
1771
ORIX
IX
$33.1B
$1.67M ﹤0.01%
57,060
+3,096
FCAP icon
1772
First Capital
FCAP
$155M
$1.66M ﹤0.01%
28,124
LW icon
1773
Lamb Weston
LW
$5.59B
$1.66M ﹤0.01%
39,735
-1,173
IQV icon
1774
IQVIA
IQV
$27.8B
$1.66M ﹤0.01%
7,355
-1,346
HUBS icon
1775
HubSpot
HUBS
$13.6B
$1.66M ﹤0.01%
4,125
+333
69 70
71
72 73