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
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$112M
3
+$105M
4
AAPL icon
Apple
AAPL
+$80.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$75.6M

Top Sells

1
+$170M
2
+$102M
3
+$74.1M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$39.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$37M

Sector Composition

1 Technology 13.98%
2 Financials 9.7%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GXO icon
2526
GXO Logistics
GXO
$6.09B
$552K ﹤0.01%
10,434
+1,225
PBP icon
2527
Invesco S&P 500 BuyWrite ETF
PBP
$318M
$551K ﹤0.01%
24,888
ETW
2528
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$994M
$551K ﹤0.01%
60,830
+952
AQN icon
2529
Algonquin Power & Utilities
AQN
$4.82B
$550K ﹤0.01%
102,505
-19,455
LKFN icon
2530
Lakeland Financial Corp
LKFN
$1.53B
$550K ﹤0.01%
8,574
-19
ANGL icon
2531
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.13B
$550K ﹤0.01%
18,501
-8,585
ROM icon
2532
ProShares Ultra Technology
ROM
$822M
$550K ﹤0.01%
5,933
+2,977
XSVM icon
2533
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$604M
$550K ﹤0.01%
9,736
-3,028
SBRA icon
2534
Sabra Healthcare REIT
SBRA
$4.7B
$548K ﹤0.01%
29,398
-289
FCPT icon
2535
Four Corners Property Trust
FCPT
$2.48B
$548K ﹤0.01%
22,446
+283
FAF icon
2536
First American
FAF
$6.51B
$548K ﹤0.01%
8,524
+219
GRAB icon
2537
Grab
GRAB
$20.1B
$547K ﹤0.01%
90,933
+16,241
CHEF icon
2538
Chefs' Warehouse
CHEF
$2.58B
$547K ﹤0.01%
9,375
+2,636
AROW icon
2539
Arrow Financial
AROW
$541M
$547K ﹤0.01%
19,319
LPX icon
2540
Louisiana-Pacific
LPX
$5.93B
$546K ﹤0.01%
6,151
+1,084
HASI icon
2541
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.14B
$545K ﹤0.01%
17,767
+5,498
PATH icon
2542
UiPath
PATH
$8.52B
$545K ﹤0.01%
40,713
-5,784
FWD icon
2543
AB Disruptors ETF
FWD
$1.27B
$544K ﹤0.01%
5,380
-256
BRFH icon
2544
Barfresh Food Group
BRFH
$47.9M
$544K ﹤0.01%
156,255
HYBI
2545
NEOS Enhanced Income Credit Select ETF
HYBI
$183M
$541K ﹤0.01%
10,671
-10,194
CGIE icon
2546
Capital Group International Equity ETF
CGIE
$1.34B
$541K ﹤0.01%
16,044
+2,164
IMVT icon
2547
Immunovant
IMVT
$5.27B
$539K ﹤0.01%
33,408
+16
USAC icon
2548
USA Compression Partners
USAC
$2.89B
$537K ﹤0.01%
22,368
-13,970
COFS icon
2549
Choiceone Financial
COFS
$484M
$536K ﹤0.01%
18,518
LXP icon
2550
LXP Industrial Trust
LXP
$2.97B
$536K ﹤0.01%
11,965
+451
100 101
102
103 104