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
BTO
2376
John Hancock Financial Opportunities Fund
BTO
$658M
$580K ﹤0.01%
16,372
-264
FIVE icon
2377
Five Below
FIVE
$8.11B
$579K ﹤0.01%
4,416
-2,600
RNP icon
2378
Cohen & Steers REIT and Preferred and Income Fund
RNP
$992M
$579K ﹤0.01%
25,416
+7,039
ENX
2379
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
$578K ﹤0.01%
62,183
-3,371
BSCU icon
2380
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
$578K ﹤0.01%
34,423
+9,902
OSEA icon
2381
Harbor International Compounders ETF
OSEA
$508M
$576K ﹤0.01%
19,682
+2,126
SLM icon
2382
SLM Corp
SLM
$5.6B
$575K ﹤0.01%
17,537
-21,827
NUGT icon
2383
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$978M
$575K ﹤0.01%
7,730
+1,479
EGP icon
2384
EastGroup Properties
EGP
$9.42B
$574K ﹤0.01%
3,433
+404
PTC icon
2385
PTC
PTC
$21.5B
$574K ﹤0.01%
3,329
-754
GGAL icon
2386
Galicia Financial Group
GGAL
$8.48B
$573K ﹤0.01%
+11,379
MSTU
2387
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$348M
$573K ﹤0.01%
66,243
-20,000
BSY icon
2388
Bentley Systems
BSY
$13.1B
$572K ﹤0.01%
10,595
-1,615
ARTY
2389
iShares Future AI & Tech ETF
ARTY
$1.61B
$571K ﹤0.01%
13,931
-318
SFLO icon
2390
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$347M
$570K ﹤0.01%
21,740
-2,733
SDIV icon
2391
Global X SuperDividend ETF
SDIV
$1.01B
$569K ﹤0.01%
25,247
-76
DMCY icon
2392
Democracy International Fund
DMCY
$11.3M
$569K ﹤0.01%
20,000
-1,370
FDV icon
2393
Federated Hermes US Strategic Dividend ETF
FDV
$453M
$569K ﹤0.01%
20,722
+5,430
DAR icon
2394
Darling Ingredients
DAR
$5.5B
$569K ﹤0.01%
14,991
-791
AJAN icon
2395
Innovator Equity Defined Protection ETF 2 Yr to January 2026
AJAN
$44.3M
$566K ﹤0.01%
20,962
+122
DY icon
2396
Dycom Industries
DY
$8.43B
$565K ﹤0.01%
2,311
+395
GME icon
2397
GameStop
GME
$9.25B
$565K ﹤0.01%
23,154
-624
ABCB icon
2398
Ameris Bancorp
ABCB
$4.98B
$564K ﹤0.01%
8,711
-488
PRGS icon
2399
Progress Software
PRGS
$1.8B
$563K ﹤0.01%
8,825
-214
EPR icon
2400
EPR Properties
EPR
$3.9B
$563K ﹤0.01%
9,658
-776
94 95
96
97 98