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
ANET icon
276
Arista Networks
ANET
$159B
$64.4M 0.07%
441,757
-11,307
EEM icon
277
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$64.3M 0.07%
1,204,723
+11,948
USMV icon
278
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$64.1M 0.07%
673,550
-5,295
ACWI icon
279
iShares MSCI ACWI ETF
ACWI
$24.4B
$64M 0.07%
463,217
-2,557
COF icon
280
Capital One
COF
$152B
$63.7M 0.07%
299,504
+178,441
IGIB icon
281
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17B
$63.5M 0.07%
1,174,277
+1,020,994
IUSV icon
282
iShares Core S&P US Value ETF
IUSV
$24.5B
$63.5M 0.07%
635,469
+34,113
AMD icon
283
Advanced Micro Devices
AMD
$338B
$63.2M 0.07%
390,561
+28,102
VYMI icon
284
Vanguard International High Dividend Yield ETF
VYMI
$14.2B
$63M 0.07%
744,075
+58,014
VMI icon
285
Valmont Industries
VMI
$8.12B
$62.5M 0.07%
161,150
-1,562
SPTS icon
286
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
$62.4M 0.07%
2,126,661
-25,459
CARR icon
287
Carrier Global
CARR
$44.3B
$61.6M 0.07%
1,031,823
-39,654
ARCC icon
288
Ares Capital
ARCC
$14.5B
$61.5M 0.07%
3,013,015
+156,680
XLY icon
289
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$61.2M 0.07%
255,552
-23,094
CWI icon
290
SPDR MSCI ACWI ex-US ETF
CWI
$2.26B
$60.1M 0.07%
1,721,031
+68,484
MOAT icon
291
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$59.9M 0.07%
603,876
-863
UCON icon
292
First Trust Smith Unconstrained Bond ETF
UCON
$3.12B
$59.6M 0.07%
2,366,022
+75,044
FPE icon
293
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$59.5M 0.07%
3,261,881
+365,898
MCK icon
294
McKesson
MCK
$102B
$58.9M 0.07%
76,186
+2,158
HELO icon
295
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.54B
$58.9M 0.07%
905,411
-323,782
IBIT icon
296
iShares Bitcoin Trust
IBIT
$66.6B
$58.6M 0.07%
901,964
+315,278
CB icon
297
Chubb
CB
$123B
$58.3M 0.07%
206,367
-44,378
NKE icon
298
Nike
NKE
$100B
$58.1M 0.07%
833,090
+99,967
HTRB icon
299
Hartford Total Return Bond ETF
HTRB
$2.06B
$57.7M 0.07%
1,682,711
+930
URI icon
300
United Rentals
URI
$51.6B
$57.6M 0.07%
60,268
-187
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