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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
$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 9.68%
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
CECO icon
1976
Ceco Environmental
CECO
$5.57B
$1.23M ﹤0.01%
20,577
+11,713
KNSL icon
1977
Kinsale Capital Group
KNSL
$7.16B
$1.23M ﹤0.01%
3,140
-479
XT icon
1978
iShares Future Exponential Technologies ETF
XT
$3.88B
$1.23M ﹤0.01%
17,593
+200
UJUL icon
1979
Innovator US Equity Ultra Buffer ETF July
UJUL
$142M
$1.22M ﹤0.01%
31,600
TYLD icon
1980
Cambria Tactical Yield ETF
TYLD
$34.1M
$1.22M ﹤0.01%
48,526
-1,151
ACHR icon
1981
Archer Aviation
ACHR
$3.65B
$1.22M ﹤0.01%
162,067
+63,204
PBT
1982
Permian Basin Royalty Trust
PBT
$1.16B
$1.22M ﹤0.01%
71,697
+604
BCE icon
1983
BCE
BCE
$21.6B
$1.22M ﹤0.01%
51,022
-4,267
HTGC icon
1984
Hercules Capital
HTGC
$2.85B
$1.21M ﹤0.01%
64,558
-1,284
FSBW icon
1985
FS Bancorp
FSBW
$319M
$1.21M ﹤0.01%
29,480
+1
DBD icon
1986
Diebold Nixdorf
DBD
$2.93B
$1.21M ﹤0.01%
+17,859
JGRW
1987
Jensen Quality Growth ETF
JGRW
$89.1M
$1.21M ﹤0.01%
44,764
-27,770
AWR icon
1988
American States Water
AWR
$3.13B
$1.21M ﹤0.01%
16,665
+440
KVYO icon
1989
Klaviyo
KVYO
$4.2B
$1.21M ﹤0.01%
37,144
-997
XMPT icon
1990
VanEck CEF Muni Income ETF
XMPT
$216M
$1.2M ﹤0.01%
54,979
-2,107
FCFS icon
1991
FirstCash
FCFS
$9.59B
$1.2M ﹤0.01%
7,527
-1,438
ROE icon
1992
Astoria US Quality Kings ETF
ROE
$262M
$1.2M ﹤0.01%
33,957
+6,776
WTS icon
1993
Watts Water Technologies
WTS
$11.9B
$1.2M ﹤0.01%
4,335
+156
PHG icon
1994
Philips
PHG
$26.5B
$1.19M ﹤0.01%
44,083
+1,010
URAN
1995
Themes Uranium & Nuclear ETF
URAN
$28.4M
$1.19M ﹤0.01%
28,716
+1,397
REFI
1996
Chicago Atlantic Real Estate Finance
REFI
$234M
$1.19M ﹤0.01%
97,258
+3,570
ZFEB
1997
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$157M
$1.19M ﹤0.01%
46,940
JIRE icon
1998
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$1.19M ﹤0.01%
15,903
+8,343
JPC icon
1999
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
$1.19M ﹤0.01%
146,735
+16,676
FHLC icon
2000
Fidelity MSCI Health Care Index ETF
FHLC
$3.13B
$1.19M ﹤0.01%
16,000
-8,435
78 79
80
81 82