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
XLI icon
301
State Street Industrial Select Sector SPDR ETF
XLI
$25.6B
$57.1M 0.06%
370,114
+21,062
DFAR icon
302
Dimensional US Real Estate ETF
DFAR
$1.43B
$56.7M 0.06%
2,379,046
+238,838
FELC icon
303
Fidelity Enhanced Large Cap Core ETF
FELC
$5.89B
$56.6M 0.06%
1,517,775
+58,547
VOE icon
304
Vanguard Mid-Cap Value ETF
VOE
$20B
$56.4M 0.06%
323,060
+17
GBTC icon
305
Grayscale Bitcoin Trust
GBTC
$34.4B
$56.2M 0.06%
626,428
-23,373
MUSA icon
306
Murphy USA
MUSA
$7.56B
$56.2M 0.06%
144,741
+2,026
NEM icon
307
Newmont
NEM
$109B
$55.7M 0.06%
660,282
-3,329
IJK icon
308
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.2B
$55.7M 0.06%
580,518
+17,598
TFC icon
309
Truist Financial
TFC
$63.8B
$55.6M 0.06%
1,216,655
-3,724,303
CSX icon
310
CSX Corp
CSX
$69.3B
$55.1M 0.06%
1,552,021
+8,445
TT icon
311
Trane Technologies
TT
$87.8B
$55M 0.06%
130,266
-70
SCZ icon
312
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.6B
$54.3M 0.06%
707,588
-20,122
BIL icon
313
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
$54.2M 0.06%
590,577
-110,565
BKR icon
314
Baker Hughes
BKR
$46.2B
$54.1M 0.06%
1,110,415
+135,992
PH icon
315
Parker-Hannifin
PH
$112B
$54M 0.06%
71,180
+2,854
VMBS icon
316
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$54M 0.06%
1,149,564
+103,500
BINC icon
317
BlackRock Flexible Income ETF
BINC
$14.6B
$54M 0.06%
1,013,492
+103,525
IJJ icon
318
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.12B
$53.9M 0.06%
415,820
+17,737
FYLD icon
319
Cambria Foreign Shareholder Yield ETF
FYLD
$491M
$53.6M 0.06%
1,718,625
+692,132
KLAC icon
320
KLA
KLAC
$162B
$53.5M 0.06%
49,619
+1,517
ET icon
321
Energy Transfer Partners
ET
$56.7B
$53.3M 0.06%
3,108,300
+47,218
BMY icon
322
Bristol-Myers Squibb
BMY
$110B
$53M 0.06%
1,176,117
+18,652
BBRE icon
323
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$959M
$53M 0.06%
554,960
+11,724
GSLC icon
324
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$52.9M 0.06%
405,974
+16,774
TRGP icon
325
Targa Resources
TRGP
$39.1B
$52.3M 0.06%
312,443
+3,841
11 12
13
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