HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
+$147M
2
+$111M
3
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

1
+$168M
2
+$93.5M
3
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
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
$836M
$232K ﹤0.01%
6,613
SGMT icon
3227
Sagimet Biosciences
SGMT
$151M
$232K ﹤0.01%
33,781
+2,000
BTU icon
3228
Peabody Energy
BTU
$4.59B
$231K ﹤0.01%
+8,727
RIV
3229
RiverNorth Opportunities Fund
RIV
$308M
$231K ﹤0.01%
19,280
CSWC icon
3230
Capital Southwest
CSWC
$1.33B
$231K ﹤0.01%
10,575
+385
NEXT icon
3231
NextDecade
NEXT
$1.94B
$231K ﹤0.01%
34,027
+6,027
AMWL icon
3232
American Well
AMWL
$93.2M
$230K ﹤0.01%
37,475
+8
IGOV icon
3233
iShares International Treasury Bond ETF
IGOV
$1.16B
$230K ﹤0.01%
5,406
+618
GHRS icon
3234
GH Research
GHRS
$847M
$230K ﹤0.01%
16,100
-6,200
XTL icon
3235
State Street SPDR S&P Telecom ETF
XTL
$331M
$230K ﹤0.01%
+1,644
FIG
3236
Figma
FIG
$11B
$229K ﹤0.01%
+4,422
ODC icon
3237
Oil-Dri
ODC
$919M
$229K ﹤0.01%
3,750
NUDV icon
3238
Nuveen ESG Dividend ETF
NUDV
$43.3M
$228K ﹤0.01%
7,846
+37
KAI icon
3239
Kadant
KAI
$3.72B
$228K ﹤0.01%
767
-325
QTOC icon
3240
Innovator Growth Accelerated Plus ETF October
QTOC
$15M
$228K ﹤0.01%
6,859
CSBR icon
3241
Champions Oncology
CSBR
$80.5M
$228K ﹤0.01%
35,158
ONC
3242
BeOne Medicines Ltd
ONC
$31.5B
$228K ﹤0.01%
+668
QQQJ icon
3243
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$867M
$228K ﹤0.01%
6,358
-114
SPSC icon
3244
SPS Commerce
SPSC
$2.06B
$227K ﹤0.01%
2,178
-2,546
LPG icon
3245
Dorian LPG
LPG
$1.44B
$227K ﹤0.01%
7,601
-18,371
GCAL
3246
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$157M
$226K ﹤0.01%
4,462
+294
AVSC icon
3247
Avantis US Small Cap Equity ETF
AVSC
$2.4B
$226K ﹤0.01%
3,950
-98
WGMI icon
3248
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$198M
$226K ﹤0.01%
+5,109
NHS
3249
Neuberger High Yield Strategies Fund Inc
NHS
$207M
$225K ﹤0.01%
30,026
SMB icon
3250
VanEck Short Muni ETF
SMB
$302M
$224K ﹤0.01%
+12,885
128 129
130
131 132