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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
$94.2B
AUM Growth
+$2.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,988
New
Increased
Reduced
Closed

Top Buys

1
+$1.52B
2
+$541M
3
+$338M
4
AAPL icon
Apple
AAPL
+$199M
5
NVDA icon
NVIDIA
NVDA
+$92.2M

Top Sells

1
+$129M
2
+$125M
3
+$94.7M
4
AZN icon
AstraZeneca
AZN
+$79.4M
5
TER icon
Teradyne
TER
+$67.3M

Sector Composition

1 Technology 12.05%
2 Financials 8.61%
3 Healthcare 6.66%
4 Consumer Discretionary 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUXX icon
1826
Strive Enhanced Income Short Maturity ETF
BUXX
$465M
$1.68M ﹤0.01%
82,839
+65,318
MAXJ
1827
iShares Large Cap Max Buffer Jun ETF
MAXJ
$137M
$1.67M ﹤0.01%
59,217
-1,224
PECO icon
1828
Phillips Edison & Co
PECO
$5.24B
$1.67M ﹤0.01%
44,509
+12,437
PRFD icon
1829
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$218M
$1.66M ﹤0.01%
32,846
+1,649
EHC icon
1830
Encompass Health
EHC
$10.3B
$1.66M ﹤0.01%
17,173
-65
PCEF icon
1831
Invesco CEF Income Composite ETF
PCEF
$812M
$1.65M ﹤0.01%
87,925
-4,591
IQV icon
1832
IQVIA
IQV
$30.4B
$1.65M ﹤0.01%
9,680
+2,325
HR icon
1833
Healthcare Realty
HR
$7.09B
$1.65M ﹤0.01%
97,101
+19,582
JEF icon
1834
Jefferies Financial Group
JEF
$11.8B
$1.64M ﹤0.01%
39,713
+2,709
INDB icon
1835
Independent Bank
INDB
$3.92B
$1.63M ﹤0.01%
21,627
-1,019
IDU icon
1836
iShares US Utilities ETF
IDU
$1.41B
$1.62M ﹤0.01%
13,981
-2,049
RIG icon
1837
Transocean
RIG
$6.65B
$1.62M ﹤0.01%
244,685
-1,841,157
LIEN
1838
Chicago Atlantic BDC
LIEN
$226M
$1.62M ﹤0.01%
173,624
+152,221
BAP icon
1839
Credicorp
BAP
$27.9B
$1.62M ﹤0.01%
4,776
+2,324
AMJB icon
1840
Alerian MLP Index ETNs due January 28 2044
AMJB
$828M
$1.62M ﹤0.01%
46,777
+657
FPXI icon
1841
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$205M
$1.61M ﹤0.01%
26,121
+913
FDUS icon
1842
Fidus Investment
FDUS
$711M
$1.61M ﹤0.01%
92,582
-633
CALI
1843
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$381M
$1.61M ﹤0.01%
31,958
-276
PCOR icon
1844
Procore
PCOR
$6.57B
$1.61M ﹤0.01%
28,220
+7,888
AGNC icon
1845
AGNC Investment
AGNC
$11.7B
$1.61M ﹤0.01%
160,183
+3,832
FICO icon
1846
Fair Isaac
FICO
$28.3B
$1.61M ﹤0.01%
1,503
+324
WYNN icon
1847
Wynn Resorts
WYNN
$10.9B
$1.6M ﹤0.01%
15,785
+6,763
PRI icon
1848
Primerica
PRI
$8.62B
$1.6M ﹤0.01%
6,388
-2,339
LCTU icon
1849
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.44B
$1.6M ﹤0.01%
22,747
+429
SPHD icon
1850
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.33B
$1.59M ﹤0.01%
32,134
-788
72 73
74
75 76