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
IXG icon
2076
iShares Global Financials ETF
IXG
$585M
$897K ﹤0.01%
8,094
+52
CORZ icon
2077
Core Scientific
CORZ
$4.77B
$896K ﹤0.01%
52,468
+6,022
SIRI icon
2078
SiriusXM
SIRI
$7.22B
$895K ﹤0.01%
38,978
-19,983
TCBI icon
2079
Texas Capital Bancshares
TCBI
$3.91B
$893K ﹤0.01%
11,249
-23
AOM icon
2080
iShares Core Moderate Allocation ETF
AOM
$1.61B
$893K ﹤0.01%
19,391
-162
PJT icon
2081
PJT Partners
PJT
$4.05B
$893K ﹤0.01%
5,409
-757
XP icon
2082
XP
XP
$9.88B
$892K ﹤0.01%
+44,166
ALV icon
2083
Autoliv
ALV
$9.13B
$888K ﹤0.01%
7,939
-472
BSCT icon
2084
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.3B
$888K ﹤0.01%
47,464
+3,282
BSTP icon
2085
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.5M
$885K ﹤0.01%
25,614
+448
USAC icon
2086
USA Compression Partners
USAC
$2.93B
$883K ﹤0.01%
36,338
+381
LOPE icon
2087
Grand Canyon Education
LOPE
$4.7B
$881K ﹤0.01%
4,664
-785
ATKR icon
2088
Atkore
ATKR
$2.19B
$881K ﹤0.01%
12,484
-148
SHLD icon
2089
Global X Defense Tech ETF
SHLD
$4.16B
$880K ﹤0.01%
+14,611
AAON icon
2090
Aaon
AAON
$7.74B
$878K ﹤0.01%
11,906
-488
HFXI icon
2091
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.12B
$875K ﹤0.01%
29,703
+256
MSA icon
2092
Mine Safety
MSA
$6.14B
$875K ﹤0.01%
5,223
-354
UBSI icon
2093
United Bankshares
UBSI
$5.12B
$874K ﹤0.01%
23,989
+2,577
CQP icon
2094
Cheniere Energy
CQP
$26.2B
$870K ﹤0.01%
15,526
+887
AVA icon
2095
Avista
AVA
$3.35B
$869K ﹤0.01%
22,905
+14
AN icon
2096
AutoNation
AN
$6.94B
$869K ﹤0.01%
4,374
+840
RODM icon
2097
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.28B
$868K ﹤0.01%
25,464
-824
BUL icon
2098
Pacer US Cash Cows Growth ETF
BUL
$84.4M
$866K ﹤0.01%
17,588
+1,859
RQI icon
2099
Cohen & Steers Quality Income Realty Fund
RQI
$1.59B
$861K ﹤0.01%
69,194
+16,994
SMOT icon
2100
VanEck Morningstar SMID Moat ETF
SMOT
$416M
$861K ﹤0.01%
24,748
-33,788
82 83
84
85 86