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
COO icon
1926
Cooper Companies
COO
$14.2B
$1.12M ﹤0.01%
15,756
-1,332
FINX icon
1927
Global X FinTech ETF
FINX
$269M
$1.12M ﹤0.01%
32,713
+13
DJAN icon
1928
FT Vest US Equity Deep Buffer ETF January
DJAN
$350M
$1.12M ﹤0.01%
27,700
+16,496
ICLN icon
1929
iShares Global Clean Energy ETF
ICLN
$1.83B
$1.12M ﹤0.01%
85,207
-3,211
SNV icon
1930
Synovus
SNV
$6.35B
$1.12M ﹤0.01%
21,583
-1,306
XHLF icon
1931
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.02B
$1.12M ﹤0.01%
22,185
+16,921
BIIB icon
1932
Biogen
BIIB
$24.2B
$1.11M ﹤0.01%
8,871
-2,826
ESIX icon
1933
State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
$6.97M
$1.11M ﹤0.01%
+37,818
MRNA icon
1934
Moderna
MRNA
$9.56B
$1.11M ﹤0.01%
40,229
-310
AOA icon
1935
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.62B
$1.11M ﹤0.01%
13,299
+3,790
XTEN icon
1936
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$744M
$1.11M ﹤0.01%
23,940
-686
CR icon
1937
Crane Co
CR
$10.8B
$1.1M ﹤0.01%
5,802
-586
XT icon
1938
iShares Future Exponential Technologies ETF
XT
$3.76B
$1.1M ﹤0.01%
16,871
-1,773
SYM icon
1939
Symbotic
SYM
$6.67B
$1.1M ﹤0.01%
28,212
-5,743
EWZ icon
1940
iShares MSCI Brazil ETF
EWZ
$6.15B
$1.09M ﹤0.01%
37,902
+10,415
FCAL icon
1941
First Trust California Municipal High income ETF
FCAL
$191M
$1.09M ﹤0.01%
22,790
+584
CHH icon
1942
Choice Hotels
CHH
$4.39B
$1.09M ﹤0.01%
8,566
-1,610
ALAB icon
1943
Astera Labs
ALAB
$25.3B
$1.08M ﹤0.01%
11,963
+2,812
K icon
1944
Kellanova
K
$29B
$1.08M ﹤0.01%
13,592
-692
TEVA icon
1945
Teva Pharmaceuticals
TEVA
$29B
$1.08M ﹤0.01%
64,491
-119,044
SSNC icon
1946
SS&C Technologies
SSNC
$20.5B
$1.08M ﹤0.01%
13,052
-250
KJUN
1947
Innovator U.S. Small Cap Power Buffer ETF - June
KJUN
$21.7M
$1.08M ﹤0.01%
41,789
KAPR icon
1948
Innovator US Small Cap Power Buffer ETF April
KAPR
$167M
$1.08M ﹤0.01%
33,354
-532
GTO icon
1949
Invesco Total Return Bond ETF
GTO
$1.92B
$1.08M ﹤0.01%
23,016
+1,916
CRBN icon
1950
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.04B
$1.07M ﹤0.01%
5,070
-419
76 77
78
79 80