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
HON icon
176
Honeywell
HON
$125B
$98.2M 0.12%
421,786
-15,808
EPD icon
177
Enterprise Products Partners
EPD
$69.1B
$97.1M 0.12%
3,132,516
-21,359
IQLT icon
178
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$96.7M 0.12%
2,237,620
+133,835
ASML icon
179
ASML
ASML
$414B
$94.4M 0.12%
117,814
+3,933
SIXS icon
180
ETC 6 Meridian Small Cap Equity ETF
SIXS
$112M
$93.6M 0.12%
2,005,043
+77,985
VBK icon
181
Vanguard Small-Cap Growth ETF
VBK
$21B
$93.6M 0.12%
338,104
+15,590
USFR icon
182
WisdomTree Floating Rate Treasury Fund
USFR
$16.3B
$93.4M 0.12%
1,857,092
-500,325
PLTR icon
183
Palantir
PLTR
$439B
$93.2M 0.12%
683,919
+2,278
XLV icon
184
State Street Health Care Select Sector SPDR ETF
XLV
$40B
$91.8M 0.12%
681,064
+6,815
SDVY icon
185
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.59B
$91.7M 0.11%
2,598,480
+61,604
NOW icon
186
ServiceNow
NOW
$161B
$90.7M 0.11%
440,975
+15,805
DUK icon
187
Duke Energy
DUK
$91.4B
$90.5M 0.11%
766,610
-9,105
UPS icon
188
United Parcel Service
UPS
$84.6B
$90.1M 0.11%
892,722
-106,201
RDVY icon
189
First Trust Rising Dividend Achievers ETF
RDVY
$19.2B
$88.9M 0.11%
1,416,412
-102,340
MDLZ icon
190
Mondelez International
MDLZ
$71B
$88.7M 0.11%
1,314,505
-21,386
SHY icon
191
iShares 1-3 Year Treasury Bond ETF
SHY
$23.6B
$88.6M 0.11%
1,069,365
+191,719
ADP icon
192
Automatic Data Processing
ADP
$105B
$88.6M 0.11%
287,222
-10,390
SPGI icon
193
S&P Global
SPGI
$161B
$87.9M 0.11%
166,739
-1,544
EMR icon
194
Emerson Electric
EMR
$76B
$87.9M 0.11%
659,155
-57,188
LAMR icon
195
Lamar Advertising Co
LAMR
$12.8B
$87.8M 0.11%
723,534
+49,445
VCIT icon
196
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.6B
$87.1M 0.11%
1,050,520
-15,552
VMC icon
197
Vulcan Materials
VMC
$38.6B
$87.1M 0.11%
333,831
-1,304
IGSB icon
198
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$86.9M 0.11%
1,647,281
-34,927
GEV icon
199
GE Vernova
GEV
$180B
$86.9M 0.11%
164,161
+757
BLK icon
200
Blackrock
BLK
$169B
$86.1M 0.11%
82,021
-2,997
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