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
BIV icon
401
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$39.3M 0.04%
503,141
-20,170
AMLP icon
402
Alerian MLP ETF
AMLP
$10.7B
$39.2M 0.04%
835,048
+27,945
VOOG icon
403
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$39.1M 0.04%
89,686
-3,416
ULTA icon
404
Ulta Beauty
ULTA
$26.7B
$39M 0.04%
71,358
-20,766
VOT icon
405
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$38.9M 0.04%
132,493
+6,023
DFUS icon
406
Dimensional US Equity ETF
DFUS
$18.1B
$38.6M 0.04%
532,989
+34,548
IBDS icon
407
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.54B
$38.3M 0.04%
1,573,208
+137,811
IBDU icon
408
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.21B
$38.2M 0.04%
1,628,787
+132,003
SCHW icon
409
Charles Schwab
SCHW
$172B
$38M 0.04%
397,747
+39,509
ORLY icon
410
O'Reilly Automotive
ORLY
$79.4B
$37.7M 0.04%
349,361
+23,152
HEI icon
411
HEICO Corp
HEI
$43.2B
$37.7M 0.04%
116,649
-3,242
ROK icon
412
Rockwell Automation
ROK
$45.1B
$37.6M 0.04%
107,595
+5,170
SMLF icon
413
iShares US Small Cap Equity Factor ETF
SMLF
$2.83B
$37.5M 0.04%
504,897
+489,682
FIXD icon
414
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.41B
$37.5M 0.04%
844,686
+2,811
MLM icon
415
Martin Marietta Materials
MLM
$37.9B
$37.4M 0.04%
59,391
+1,108
GLW icon
416
Corning
GLW
$75.7B
$37.4M 0.04%
456,197
-61,733
B
417
Barrick Mining
B
$72.7B
$37.3M 0.04%
1,138,764
+22,181
COR icon
418
Cencora
COR
$67.1B
$37.1M 0.04%
118,624
-10,656
LMBS icon
419
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.66B
$37.1M 0.04%
744,453
+47,060
LQD icon
420
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.7B
$36.7M 0.04%
329,129
-10,629
BBCA icon
421
JPMorgan BetaBuilders Canada ETF
BBCA
$9.44B
$36.7M 0.04%
420,531
+30,827
FBTC icon
422
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.3B
$36.5M 0.04%
366,122
+16,923
MINT icon
423
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$36.4M 0.04%
361,926
+21,156
EOG icon
424
EOG Resources
EOG
$58.6B
$36.4M 0.04%
324,942
+3,985
PNQI icon
425
Invesco NASDAQ Internet ETF
PNQI
$762M
$36.3M 0.04%
650,328
-1,321
15 16
17
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