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
EIPI
2626
FT Energy Income Partners Enhanced Income ETF
EIPI
$937M
$488K ﹤0.01%
24,643
-291
PIN icon
2627
Invesco India ETF
PIN
$198M
$488K ﹤0.01%
19,479
+382
INVA icon
2628
Innoviva
INVA
$1.5B
$488K ﹤0.01%
26,756
-10,667
AMX icon
2629
America Movil
AMX
$62.2B
$488K ﹤0.01%
23,250
-378
PRDO icon
2630
Perdoceo Education
PRDO
$1.86B
$487K ﹤0.01%
12,935
+3,988
PSCE icon
2631
Invesco S&P SmallCap Energy ETF
PSCE
$62.2M
$487K ﹤0.01%
11,424
+3
FGEN icon
2632
FibroGen
FGEN
$35.7M
$487K ﹤0.01%
39,746
SBR
2633
Sabine Royalty Trust
SBR
$994M
$485K ﹤0.01%
6,110
-534
HNDL icon
2634
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$649M
$485K ﹤0.01%
21,787
+24
BNS icon
2635
Scotiabank
BNS
$89.2B
$485K ﹤0.01%
7,496
-569
HAS icon
2636
Hasbro
HAS
$11.5B
$484K ﹤0.01%
6,382
-226
SCMB icon
2637
Schwab Municipal Bond ETF
SCMB
$2.62B
$484K ﹤0.01%
18,905
+8,822
PJFG icon
2638
PGIM Jennison Focused Growth ETF
PJFG
$136M
$484K ﹤0.01%
+4,385
OPEN icon
2639
Opendoor
OPEN
$6.18B
$483K ﹤0.01%
62,561
-5,574
MWA icon
2640
Mueller Water Products
MWA
$3.94B
$481K ﹤0.01%
18,861
+504
PBE icon
2641
Invesco Biotechnology & Genome ETF
PBE
$252M
$481K ﹤0.01%
6,887
+1
AG icon
2642
First Majestic Silver
AG
$8.12B
$481K ﹤0.01%
39,147
-3,191
DFSU icon
2643
Dimensional US Sustainability Core 1 ETF
DFSU
$1.85B
$481K ﹤0.01%
11,325
-1,463
BTX
2644
BlackRock Technology and Private Equity Term Trust
BTX
$762M
$481K ﹤0.01%
71,750
-8,389
IBHE
2645
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$481K ﹤0.01%
20,698
-2,597
EXK
2646
Endeavour Silver
EXK
$2.8B
$479K ﹤0.01%
61,114
+30,013
FND icon
2647
Floor & Decor
FND
$6.76B
$479K ﹤0.01%
6,501
+57
JPSE icon
2648
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$518M
$479K ﹤0.01%
9,612
-125
AMH icon
2649
American Homes 4 Rent
AMH
$11.8B
$479K ﹤0.01%
14,392
-328
JXN icon
2650
Jackson Financial
JXN
$7.33B
$478K ﹤0.01%
4,725
+325
104 105
106
107 108