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
BFST icon
3176
Business First Bancshares
BFST
$831M
$248K ﹤0.01%
+10,493
FRME icon
3177
First Merchants
FRME
$2.25B
$248K ﹤0.01%
6,571
+39
PRGS icon
3178
Progress Software
PRGS
$1.87B
$247K ﹤0.01%
5,631
-3,194
DBO icon
3179
Invesco DB Oil Fund
DBO
$203M
$247K ﹤0.01%
18,388
WU icon
3180
Western Union
WU
$3.07B
$247K ﹤0.01%
30,952
+8,725
UHAL.B icon
3181
U-Haul Holding Co Series N
UHAL.B
$9.18B
$247K ﹤0.01%
4,850
-46
STPZ icon
3182
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$431M
$246K ﹤0.01%
4,542
LBTYK icon
3183
Liberty Global Class C
LBTYK
$3.69B
$246K ﹤0.01%
20,923
+85
STM icon
3184
STMicroelectronics
STM
$22.7B
$245K ﹤0.01%
8,676
+476
EMLC icon
3185
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.14B
$245K ﹤0.01%
9,607
+236
CARG icon
3186
CarGurus
CARG
$3.65B
$245K ﹤0.01%
6,580
-1,002
GENI icon
3187
Genius Sports
GENI
$2.55B
$245K ﹤0.01%
19,775
+839
DRN icon
3188
Direxion Daily Real Estate Bull 3X Shares
DRN
$54.8M
$245K ﹤0.01%
25,000
+15,000
AAPR icon
3189
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$56.5M
$244K ﹤0.01%
8,726
-7,442
TBBK icon
3190
The Bancorp
TBBK
$2.97B
$244K ﹤0.01%
+3,253
NMR icon
3191
Nomura Holdings
NMR
$23.6B
$243K ﹤0.01%
33,425
+3,430
PBJ icon
3192
Invesco Food & Beverage ETF
PBJ
$97.6M
$242K ﹤0.01%
5,274
JFR icon
3193
Nuveen Floating Rate Income Fund
JFR
$1.25B
$242K ﹤0.01%
29,534
+1,479
DAX icon
3194
Global X DAX Germany ETF
DAX
$270M
$242K ﹤0.01%
+5,397
MNKD icon
3195
MannKind Corp
MNKD
$1.83B
$241K ﹤0.01%
44,939
+5,103
ECH icon
3196
iShares MSCI Chile ETF
ECH
$1.03B
$241K ﹤0.01%
7,320
+1
FLBR icon
3197
Franklin FTSE Brazil ETF
FLBR
$263M
$240K ﹤0.01%
12,621
DNN icon
3198
Denison Mines
DNN
$2.23B
$240K ﹤0.01%
87,330
CIVI icon
3199
Civitas Resources
CIVI
$2.43B
$239K ﹤0.01%
+7,367
DXC icon
3200
DXC Technology
DXC
$2.65B
$239K ﹤0.01%
17,556
+3,068
126 127
128
129 130