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
TER icon
426
Teradyne
TER
$30.3B
$36.3M 0.04%
263,427
+187,636
HYMB icon
427
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.85B
$36.2M 0.04%
1,450,383
-516,530
AGGY icon
428
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$824M
$36.1M 0.04%
815,770
-44,531
GGG icon
429
Graco
GGG
$13.9B
$36.1M 0.04%
424,694
-53,305
SRLN icon
430
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$36M 0.04%
866,124
+119,041
PAVE icon
431
Global X US Infrastructure Development ETF
PAVE
$9.96B
$35.7M 0.04%
749,278
+8,008
AMT icon
432
American Tower
AMT
$84.6B
$35.7M 0.04%
185,449
+2,933
VONE icon
433
Vanguard Russell 1000 ETF
VONE
$7.26B
$35.7M 0.04%
117,965
+377
SLB icon
434
SLB Ltd
SLB
$58.9B
$35.4M 0.04%
1,029,786
+41,534
KMI icon
435
Kinder Morgan
KMI
$59.5B
$34.9M 0.04%
1,231,845
+46,396
IEF icon
436
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$34.8M 0.04%
360,983
-40,042
GBDC icon
437
Golub Capital BDC
GBDC
$3.63B
$34.6M 0.04%
2,529,267
+1,862,632
PEJ icon
438
Invesco Leisure and Entertainment ETF
PEJ
$253M
$34.6M 0.04%
571,509
-1,872
PYPL icon
439
PayPal
PYPL
$56.8B
$34.5M 0.04%
515,103
-92,594
DECK icon
440
Deckers Outdoor
DECK
$14.7B
$34M 0.04%
335,864
+276,459
JPME icon
441
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$386M
$34M 0.04%
313,601
+18,997
VRSK icon
442
Verisk Analytics
VRSK
$30.3B
$33.9M 0.04%
134,966
+3,185
VV icon
443
Vanguard Large-Cap ETF
VV
$47B
$33.8M 0.04%
109,745
-4,557
SLYG icon
444
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.69B
$33.4M 0.04%
353,884
-11,209
JGRO icon
445
JPMorgan Active Growth ETF
JGRO
$8.33B
$33.3M 0.04%
355,598
+87,489
CIBR icon
446
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$33.2M 0.04%
436,450
+88,210
CPRT icon
447
Copart
CPRT
$37.4B
$33.1M 0.04%
736,900
-205,816
AIQ icon
448
Global X Artificial Intelligence & Technology ETF
AIQ
$7.06B
$32.9M 0.04%
665,793
+75,356
AXON icon
449
Axon Enterprise
AXON
$44.5B
$32.7M 0.04%
45,601
+1,997
C icon
450
Citigroup
C
$202B
$32.6M 0.04%
321,371
-36,764
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