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
PRIM icon
2651
Primoris Services
PRIM
$6.38B
$420K ﹤0.01%
5,390
-827
RNST icon
2652
Renasant Corp
RNST
$3.29B
$420K ﹤0.01%
11,676
-149
HLNE icon
2653
Hamilton Lane
HLNE
$5.77B
$419K ﹤0.01%
2,947
+277
TTC icon
2654
Toro Company
TTC
$6.88B
$418K ﹤0.01%
5,917
-681
JPUS icon
2655
JPMorgan Diversified Return US Equity ETF
JPUS
$386M
$418K ﹤0.01%
3,534
-30
CACC icon
2656
Credit Acceptance
CACC
$4.86B
$417K ﹤0.01%
819
-188
TWI icon
2657
Titan International
TWI
$484M
$417K ﹤0.01%
40,621
+12,341
ISCV icon
2658
iShares Morningstar Small-Cap Value ETF
ISCV
$537M
$417K ﹤0.01%
6,793
+1,279
BC icon
2659
Brunswick
BC
$4.18B
$417K ﹤0.01%
7,542
-1,044
TAN icon
2660
Invesco Solar ETF
TAN
$868M
$415K ﹤0.01%
12,117
+197
BGIG icon
2661
Bahl & Gaynor Income Growth ETF
BGIG
$316M
$415K ﹤0.01%
+13,627
PALL icon
2662
abrdn Physical Palladium Shares ETF
PALL
$657M
$415K ﹤0.01%
+4,120
ROOT icon
2663
Root
ROOT
$1.27B
$414K ﹤0.01%
3,237
+1,373
GAB icon
2664
Gabelli Equity Trust
GAB
$1.86B
$414K ﹤0.01%
71,096
+308
HPI
2665
John Hancock Preferred Income Fund
HPI
$455M
$413K ﹤0.01%
25,847
-15
VRNS icon
2666
Varonis Systems
VRNS
$3.97B
$413K ﹤0.01%
8,135
-1,076
PLNT icon
2667
Planet Fitness
PLNT
$8.79B
$412K ﹤0.01%
3,779
+207
LGLV icon
2668
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.08B
$412K ﹤0.01%
2,360
SPTN
2669
DELISTED
SpartanNash
SPTN
$412K ﹤0.01%
15,554
-445
PRCS
2670
Parnassus Core Select ETF
PRCS
$60.8M
$412K ﹤0.01%
+16,170
BLE icon
2671
BlackRock Municipal Income Trust II
BLE
$503M
$412K ﹤0.01%
40,992
-1,239
JHG icon
2672
Janus Henderson
JHG
$6.68B
$411K ﹤0.01%
10,580
-504
MTN icon
2673
Vail Resorts
MTN
$5.26B
$411K ﹤0.01%
2,615
+462
MDGL icon
2674
Madrigal Pharmaceuticals
MDGL
$11.7B
$411K ﹤0.01%
1,357
-66
AAT
2675
American Assets Trust
AAT
$1.17B
$411K ﹤0.01%
20,790
-1,962
105 106
107
108 109