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
TARS icon
3276
Tarsus Pharmaceuticals
TARS
$3.3B
$219K ﹤0.01%
+3,689
ST icon
3277
Sensata Technologies
ST
$4.94B
$219K ﹤0.01%
+7,174
SPMB icon
3278
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.57B
$219K ﹤0.01%
9,766
+400
VTES icon
3279
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.53B
$219K ﹤0.01%
+2,147
CARZ icon
3280
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
$44.7M
$218K ﹤0.01%
+3,000
LIEN
3281
Chicago Atlantic BDC
LIEN
$251M
$218K ﹤0.01%
20,743
+631
SLRC icon
3282
SLR Investment Corp
SLRC
$849M
$218K ﹤0.01%
+14,233
NSP icon
3283
Insperity
NSP
$1.47B
$217K ﹤0.01%
4,412
-1,419
DSM
3284
BNY Mellon Strategic Municipal Bond Fund
DSM
$300M
$217K ﹤0.01%
36,619
-1,805
AGZD icon
3285
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$88.8M
$217K ﹤0.01%
9,629
+13
ETD icon
3286
Ethan Allen Interiors
ETD
$614M
$216K ﹤0.01%
7,345
+131
AOSL icon
3287
Alpha and Omega Semiconductor
AOSL
$606M
$216K ﹤0.01%
+7,735
USAS
3288
Americas Gold and Silver
USAS
$1.72B
$216K ﹤0.01%
58,082
+7,999
PMO
3289
Putnam Municipal Opportunities Trust
PMO
$293M
$215K ﹤0.01%
20,856
-1,312
W icon
3290
Wayfair
W
$13B
$215K ﹤0.01%
+2,410
AAP icon
3291
Advance Auto Parts
AAP
$2.65B
$215K ﹤0.01%
+3,503
HIW icon
3292
Highwoods Properties
HIW
$2.82B
$215K ﹤0.01%
6,759
+282
BKN icon
3293
BlackRock Investment Quality Municipal Trust
BKN
$193M
$215K ﹤0.01%
+18,964
ICFI icon
3294
ICF International
ICFI
$1.62B
$215K ﹤0.01%
2,315
-420
KIDS icon
3295
OrthoPediatrics
KIDS
$449M
$215K ﹤0.01%
11,594
-154
QSML icon
3296
WisdomTree US SmallCap Quality Growth Fund
QSML
$10.2M
$215K ﹤0.01%
7,590
-1,050
CNEQ icon
3297
Alger Concentrated Equity ETF
CNEQ
$207M
$215K ﹤0.01%
+6,102
AXTA icon
3298
Axalta
AXTA
$6.7B
$214K ﹤0.01%
+7,491
ALMU
3299
Aeluma Inc
ALMU
$254M
$214K ﹤0.01%
13,300
+200
SRET icon
3300
Global X SuperDividend REIT ETF
SRET
$205M
$214K ﹤0.01%
9,889
130 131
132
133 134