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
XHYE icon
2101
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$8.92M
$1.01M ﹤0.01%
26,213
+460
CR icon
2102
Crane Co
CR
$10.5B
$1.01M ﹤0.01%
5,478
+126
THO icon
2103
Thor Industries
THO
$4.06B
$1.01M ﹤0.01%
9,834
-263
DINO icon
2104
HF Sinclair
DINO
$13.1B
$1.01M ﹤0.01%
21,882
-79
JVAL icon
2105
JPMorgan US Value Factor ETF
JVAL
$754M
$1.01M ﹤0.01%
20,531
FOCT icon
2106
FT Vest US Equity Buffer ETF October
FOCT
$1.18B
$1.01M ﹤0.01%
20,560
+14,617
NBIS
2107
Nebius Group N.V.
NBIS
$45B
$1.01M ﹤0.01%
12,027
+716
AVTR icon
2108
Avantor
AVTR
$5.67B
$1M ﹤0.01%
87,620
-65,116
BLD icon
2109
TopBuild
BLD
$12B
$1M ﹤0.01%
2,400
-7
SSD icon
2110
Simpson Manufacturing
SSD
$7.76B
$1M ﹤0.01%
6,196
-7,518
WULF icon
2111
TeraWulf
WULF
$11.5B
$1M ﹤0.01%
87,069
-6,447
SETM icon
2112
Sprott Energy Transition Materials ETF
SETM
$640M
$999K ﹤0.01%
34,520
-2,766
DT icon
2113
Dynatrace
DT
$12.1B
$998K ﹤0.01%
23,033
+936
MTA
2114
Metalla Royalty & Streaming
MTA
$679M
$995K ﹤0.01%
127,844
-4,355
SDOG icon
2115
ALPS Sector Dividend Dogs ETF
SDOG
$1.34B
$994K ﹤0.01%
16,441
+1
FFEB icon
2116
FT Vest US Equity Buffer ETF February
FFEB
$1.3B
$994K ﹤0.01%
17,556
+900
SCHK icon
2117
Schwab 1000 Index ETF
SCHK
$5.41B
$993K ﹤0.01%
30,272
+1,292
CLF icon
2118
Cleveland-Cliffs
CLF
$6.29B
$992K ﹤0.01%
74,699
-3,967
IBMT
2119
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$87.5M
$991K ﹤0.01%
+38,200
DY icon
2120
Dycom Industries
DY
$12.9B
$991K ﹤0.01%
2,933
-87
SMR icon
2121
NuScale Power
SMR
$4.34B
$991K ﹤0.01%
69,927
+3,818
FOF icon
2122
Cohen & Steers Closed End Opportunity Fund
FOF
$386M
$990K ﹤0.01%
74,984
-4,191
ELS icon
2123
Equity Lifestyle Properties
ELS
$12.3B
$988K ﹤0.01%
16,306
+3,701
COO icon
2124
Cooper Companies
COO
$11.7B
$988K ﹤0.01%
12,055
-2,294
CIVI
2125
DELISTED
Civitas Resources
CIVI
$987K ﹤0.01%
36,439
+29,072
83 84
85
86 87