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
SLF icon
1851
Sun Life Financial
SLF
$32.8B
$1.24M ﹤0.01%
18,690
-46
ESQ icon
1852
Esquire Financial Holdings
ESQ
$835M
$1.24M ﹤0.01%
13,113
-15
BITX icon
1853
2x Bitcoin Strategy ETF
BITX
$1.63B
$1.24M ﹤0.01%
+22,962
KRP icon
1854
Kimbell Royalty Partners
KRP
$1.28B
$1.24M ﹤0.01%
88,641
+16,459
BSMS icon
1855
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$225M
$1.23M ﹤0.01%
53,062
+4,246
XMPT icon
1856
VanEck CEF Muni Income ETF
XMPT
$181M
$1.23M ﹤0.01%
58,648
-5,398
DCO icon
1857
Ducommun
DCO
$1.37B
$1.23M ﹤0.01%
14,893
+2,437
RIVN icon
1858
Rivian
RIVN
$20.1B
$1.23M ﹤0.01%
89,501
-8,132
INSW icon
1859
International Seaways
INSW
$2.65B
$1.23M ﹤0.01%
33,705
-4,603
CWT icon
1860
California Water Service
CWT
$2.73B
$1.23M ﹤0.01%
27,029
+1,244
ETHA
1861
iShares Ethereum Trust ETF
ETHA
$1.83B
$1.23M ﹤0.01%
64,289
+32,034
KOCT icon
1862
Innovator US Small Cap Power Buffer ETF October
KOCT
$107M
$1.23M ﹤0.01%
40,195
-2,606
VG
1863
Venture Global Inc
VG
$19.2B
$1.22M ﹤0.01%
78,625
+52,728
WEST icon
1864
Westrock Coffee
WEST
$419M
$1.22M ﹤0.01%
213,778
-59
IAK icon
1865
iShares US Insurance ETF
IAK
$709M
$1.22M ﹤0.01%
9,065
+5,894
PAAS icon
1866
Pan American Silver
PAAS
$16.5B
$1.22M ﹤0.01%
42,893
-136,895
FULT icon
1867
Fulton Financial
FULT
$3.19B
$1.22M ﹤0.01%
67,446
+3,776
FCFS icon
1868
FirstCash
FCFS
$6.97B
$1.22M ﹤0.01%
9,001
+966
NBIX icon
1869
Neurocrine Biosciences
NBIX
$14.4B
$1.21M ﹤0.01%
9,663
-21
XJH icon
1870
iShares ESG Screened S&P Mid-Cap ETF
XJH
$316M
$1.21M ﹤0.01%
29,120
+851
AI icon
1871
C3.ai
AI
$1.94B
$1.21M ﹤0.01%
49,132
-5,693
QQQI icon
1872
NEOS Nasdaq 100 High Income ETF
QQQI
$4.8B
$1.21M ﹤0.01%
23,194
+5,614
EMBJ
1873
Embraer S.A. ADS
EMBJ
$11.5B
$1.21M ﹤0.01%
21,194
-16,883
LII icon
1874
Lennox International
LII
$16.7B
$1.21M ﹤0.01%
2,104
-493
EVT icon
1875
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.86B
$1.2M ﹤0.01%
49,918
+303
73 74
75
76 77