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
HYBL icon
2651
State Street Blackstone High Income ETF
HYBL
$543M
$478K ﹤0.01%
16,665
-183
BRC icon
2652
Brady Corp
BRC
$3.89B
$477K ﹤0.01%
6,115
-1,540
FDEC icon
2653
FT Vest US Equity Buffer ETF December
FDEC
$1.13B
$476K ﹤0.01%
9,676
FXG icon
2654
First Trust Consumer Staples AlphaDEX Fund
FXG
$263M
$475K ﹤0.01%
7,576
-2,841
JETS icon
2655
US Global Jets ETF
JETS
$842M
$475K ﹤0.01%
19,249
-1,481
GQI icon
2656
Natixis Gateway Quality Income ETF
GQI
$221M
$474K ﹤0.01%
+8,457
DMB
2657
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$198M
$474K ﹤0.01%
44,296
+2,300
IYLD icon
2658
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
$474K ﹤0.01%
22,265
-147
SSUS icon
2659
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$554M
$474K ﹤0.01%
9,807
-499
IEV icon
2660
iShares Europe ETF
IEV
$1.61B
$473K ﹤0.01%
7,230
-134
G icon
2661
Genpact
G
$8.24B
$473K ﹤0.01%
11,295
+3,523
KB icon
2662
KB Financial Group
KB
$30.8B
$473K ﹤0.01%
5,703
+1,127
BYD icon
2663
Boyd Gaming
BYD
$6.74B
$472K ﹤0.01%
5,464
-35
HGRO
2664
Hedgeye Quality Growth ETF
HGRO
$62.8M
$470K ﹤0.01%
+17,120
SOC icon
2665
Sable Offshore Corp
SOC
$1.34B
$469K ﹤0.01%
26,864
+6,841
PENN icon
2666
PENN Entertainment
PENN
$1.98B
$469K ﹤0.01%
24,335
+3,037
DFEB icon
2667
FT Vest US Equity Deep Buffer ETF February
DFEB
$388M
$469K ﹤0.01%
10,070
-30,300
ELME
2668
Elme Communities
ELME
$1.53B
$468K ﹤0.01%
27,774
-2,284
ASAN icon
2669
Asana
ASAN
$3.49B
$467K ﹤0.01%
34,968
+542
DFSE icon
2670
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$481M
$467K ﹤0.01%
11,362
+3,596
EJUL icon
2671
Innovator Emerging Markets Power Buffer ETF July
EJUL
$136M
$467K ﹤0.01%
16,122
+6,260
TAP icon
2672
Molson Coors Class B
TAP
$9.51B
$466K ﹤0.01%
10,308
+2,308
ASX icon
2673
ASE Group
ASX
$32.7B
$465K ﹤0.01%
41,924
+6,164
DUOT icon
2674
Duos Technologies
DUOT
$194M
$465K ﹤0.01%
63,143
DFP
2675
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$429M
$464K ﹤0.01%
21,454
-974
105 106
107
108 109