HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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 9.66%
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
XP icon
2126
XP
XP
$9.34B
$985K ﹤0.01%
60,147
-564
HXL icon
2127
Hexcel
HXL
$6.27B
$982K ﹤0.01%
13,295
-1,661
DEHP icon
2128
Dimensional Emerging Markets High Profitability ETF
DEHP
$351M
$981K ﹤0.01%
30,428
SW
2129
Smurfit Westrock
SW
$20.8B
$980K ﹤0.01%
25,344
+2,827
CPK icon
2130
Chesapeake Utilities
CPK
$3.09B
$980K ﹤0.01%
7,855
-38
HFXI icon
2131
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.36B
$980K ﹤0.01%
30,193
-1,827
XSHQ icon
2132
Invesco S&P SmallCap Quality ETF
XSHQ
$232M
$979K ﹤0.01%
23,268
-2,952
IGHG icon
2133
ProShares Investment Grade-Interest Rate Hedged
IGHG
$282M
$978K ﹤0.01%
12,473
+3,159
BROS icon
2134
Dutch Bros
BROS
$6.12B
$978K ﹤0.01%
15,971
-558
COPJ icon
2135
Sprott Junior Copper Miners ETF
COPJ
$182M
$978K ﹤0.01%
24,883
-27,859
FINX icon
2136
Global X FinTech ETF
FINX
$204M
$977K ﹤0.01%
33,203
-441
MKSI icon
2137
MKS Inc
MKSI
$14.4B
$977K ﹤0.01%
6,111
+397
FOX icon
2138
Fox Class B
FOX
$22.3B
$976K ﹤0.01%
15,035
+10,333
RSMC
2139
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$677M
$975K ﹤0.01%
+38,600
GTY
2140
Getty Realty Corp
GTY
$1.98B
$973K ﹤0.01%
35,565
-892
CHDN icon
2141
Churchill Downs
CHDN
$5.86B
$973K ﹤0.01%
8,551
-1,711
MANH icon
2142
Manhattan Associates
MANH
$8.4B
$973K ﹤0.01%
5,612
+709
WBI
2143
WaterBridge Infrastructure LLC
WBI
$1.1B
$971K ﹤0.01%
48,503
+8,794
OLLI icon
2144
Ollie's Bargain Outlet
OLLI
$6.43B
$970K ﹤0.01%
8,848
-1,664
DNOV icon
2145
FT Vest US Equity Deep Buffer ETF November
DNOV
$372M
$966K ﹤0.01%
19,773
+2,223
CBU icon
2146
Community Bank
CBU
$3.02B
$965K ﹤0.01%
16,792
+15
MOO icon
2147
VanEck Agribusiness ETF
MOO
$1.02B
$964K ﹤0.01%
13,250
-645
VIRT icon
2148
Virtu Financial
VIRT
$3.44B
$964K ﹤0.01%
28,936
-64,241
EIM
2149
Eaton Vance Municipal Bond Fund
EIM
$513M
$962K ﹤0.01%
98,908
-25,755
PDD icon
2150
Pinduoduo
PDD
$144B
$962K ﹤0.01%
8,486
-4,438
84 85
86
87 88