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
FTXR icon
3226
First Trust Nasdaq Transportation ETF
FTXR
$29.2M
$232K ﹤0.01%
6,613
SGMT icon
3227
Sagimet Biosciences
SGMT
$204M
$232K ﹤0.01%
33,781
+2,000
BTU icon
3228
Peabody Energy
BTU
$3.38B
$231K ﹤0.01%
+8,727
RIV
3229
RiverNorth Opportunities Fund
RIV
$320M
$231K ﹤0.01%
19,280
CSWC icon
3230
Capital Southwest
CSWC
$1.25B
$231K ﹤0.01%
10,575
+385
NEXT icon
3231
NextDecade
NEXT
$1.37B
$231K ﹤0.01%
34,027
+6,027
AMWL icon
3232
American Well
AMWL
$76.9M
$230K ﹤0.01%
37,475
+8
IGOV icon
3233
iShares International Treasury Bond ETF
IGOV
$1.01B
$230K ﹤0.01%
5,406
+618
GHRS icon
3234
GH Research
GHRS
$785M
$230K ﹤0.01%
16,100
-6,200
XTL icon
3235
State Street SPDR S&P Telecom ETF
XTL
$187M
$230K ﹤0.01%
+1,644
FIG
3236
Figma
FIG
$18.5B
$229K ﹤0.01%
+4,422
ODC icon
3237
Oil-Dri
ODC
$752M
$229K ﹤0.01%
3,750
NUDV icon
3238
Nuveen ESG Dividend ETF
NUDV
$36.1M
$228K ﹤0.01%
7,846
+37
KAI icon
3239
Kadant
KAI
$3.43B
$228K ﹤0.01%
767
-325
QTOC icon
3240
Innovator Growth Accelerated Plus ETF October
QTOC
$15.9M
$228K ﹤0.01%
6,859
CSBR icon
3241
Champions Oncology
CSBR
$93.5M
$228K ﹤0.01%
35,158
ONC
3242
BeOne Medicines Ltd
ONC
$33.7B
$228K ﹤0.01%
+668
QQQJ icon
3243
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$743M
$228K ﹤0.01%
6,358
-114
SPSC icon
3244
SPS Commerce
SPSC
$3.32B
$227K ﹤0.01%
2,178
-2,546
LPG icon
3245
Dorian LPG
LPG
$1.06B
$227K ﹤0.01%
7,601
-18,371
GCAL
3246
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$132M
$226K ﹤0.01%
4,462
+294
AVSC icon
3247
Avantis US Small Cap Equity ETF
AVSC
$2.1B
$226K ﹤0.01%
3,950
-98
WGMI icon
3248
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$217M
$226K ﹤0.01%
+5,109
NHS
3249
Neuberger Berman High Yield Strategies Fund
NHS
$219M
$225K ﹤0.01%
30,026
SMB icon
3250
VanEck Short Muni ETF
SMB
$293M
$224K ﹤0.01%
+12,885
128 129
130
131 132