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
ETV
2151
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.67B
$801K ﹤0.01%
57,737
+8,434
ERIC icon
2152
Ericsson
ERIC
$32.4B
$799K ﹤0.01%
94,199
-16,843
IAUM icon
2153
iShares Gold Trust Micro
IAUM
$4.78B
$798K ﹤0.01%
+24,184
MIDD icon
2154
Middleby
MIDD
$5.96B
$797K ﹤0.01%
5,537
-476
OPFI icon
2155
OppFi
OPFI
$268M
$796K ﹤0.01%
+56,914
ANGL icon
2156
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.04B
$793K ﹤0.01%
27,086
-263,045
UNFI icon
2157
United Natural Foods
UNFI
$2.36B
$793K ﹤0.01%
34,003
-37,791
DAVE icon
2158
Dave Inc
DAVE
$2.79B
$792K ﹤0.01%
+2,950
SMOG icon
2159
VanEck Low Carbon Energy ETF
SMOG
$138M
$791K ﹤0.01%
7,197
-377
JHPI icon
2160
John Hancock Preferred Income ETF
JHPI
$113M
$791K ﹤0.01%
35,093
+12,181
ALAI icon
2161
Alger AI Enablers & Adopters ETF
ALAI
$189M
$789K ﹤0.01%
25,564
+1,291
BNDI icon
2162
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$105M
$789K ﹤0.01%
16,661
+531
FOX icon
2163
Fox Class B
FOX
$26B
$788K ﹤0.01%
15,262
+10,795
XTJA icon
2164
Innovator US Equity Accelerated Plus ETF January
XTJA
$19.4M
$788K ﹤0.01%
26,778
+4,894
LYFT icon
2165
Lyft
LYFT
$9.29B
$786K ﹤0.01%
49,881
+1,679
OSBC icon
2166
Old Second Bancorp
OSBC
$970M
$786K ﹤0.01%
44,306
-3,143
UUUU icon
2167
Energy Fuels
UUUU
$3.69B
$786K ﹤0.01%
136,629
+6,968
FXE icon
2168
Invesco CurrencyShares Euro Currency Trust
FXE
$525M
$785K ﹤0.01%
+7,217
JAZZ icon
2169
Jazz Pharmaceuticals
JAZZ
$8.59B
$781K ﹤0.01%
7,357
-1,307
AOS icon
2170
A.O. Smith
AOS
$9.04B
$780K ﹤0.01%
11,892
-1,335
DJUL icon
2171
FT Vest US Equity Deep Buffer ETF July
DJUL
$408M
$780K ﹤0.01%
17,552
INVN
2172
Alger Russell Innovation ETF
INVN
$18M
$777K ﹤0.01%
40,692
+27,841
GVIP icon
2173
Goldman Sachs Hedge Industry VIP ETF
GVIP
$408M
$777K ﹤0.01%
5,614
+102
WEX icon
2174
WEX
WEX
$4.67B
$776K ﹤0.01%
5,281
-489
AIT icon
2175
Applied Industrial Technologies
AIT
$9.37B
$775K ﹤0.01%
3,334
-894
85 86
87
88 89