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
PGR icon
451
Progressive
PGR
$138B
$32.6M 0.04%
131,882
-26,868
COIN icon
452
Coinbase
COIN
$69B
$32.5M 0.04%
96,396
+71,279
SYY icon
453
Sysco
SYY
$35.9B
$32.5M 0.04%
395,040
+2,520
NVS icon
454
Novartis
NVS
$260B
$32.5M 0.04%
253,203
+10,543
LYV icon
455
Live Nation Entertainment
LYV
$32.4B
$32.3M 0.04%
197,890
+32,641
BDX icon
456
Becton Dickinson
BDX
$56.8B
$32.2M 0.04%
172,142
-17,941
SOXX icon
457
iShares Semiconductor ETF
SOXX
$16.7B
$32.1M 0.04%
118,439
-1,932
WCBR icon
458
WisdomTree Cybersecurity Fund
WCBR
$122M
$32.1M 0.04%
1,022,098
+427,609
XMHQ icon
459
Invesco S&P MidCap Quality ETF
XMHQ
$5.14B
$31.8M 0.04%
302,746
-178,969
FDN icon
460
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.84B
$31.7M 0.04%
113,343
+17,274
APH icon
461
Amphenol
APH
$159B
$31.7M 0.04%
256,145
+27,718
D icon
462
Dominion Energy
D
$50.9B
$31.5M 0.04%
514,214
+34,528
DFAX icon
463
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.96B
$31.4M 0.04%
1,001,267
+68,187
XLP icon
464
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$31.3M 0.04%
399,971
-27,493
PHYS icon
465
Sprott Physical Gold
PHYS
$15.9B
$31.3M 0.04%
1,058,006
+86,944
REET icon
466
iShares Global REIT ETF
REET
$4.21B
$30.9M 0.04%
1,210,390
+45,464
PDBC icon
467
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.59B
$30.8M 0.04%
2,296,812
+86,849
VDE icon
468
Vanguard Energy ETF
VDE
$6.98B
$30.8M 0.04%
244,855
-895
USRT icon
469
iShares Core US REIT ETF
USRT
$3.24B
$30.7M 0.03%
523,132
+93,867
EFV icon
470
iShares MSCI EAFE Value ETF
EFV
$27.3B
$30.7M 0.03%
452,011
-2,590
ENB icon
471
Enbridge
ENB
$103B
$30.6M 0.03%
607,189
-29,531
RPG icon
472
Invesco S&P 500 Pure Growth ETF
RPG
$1.57B
$30.5M 0.03%
639,952
-21,457
IBDR icon
473
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.59B
$30.4M 0.03%
1,252,219
+171,267
PHO icon
474
Invesco Water Resources ETF
PHO
$2.12B
$30.3M 0.03%
419,964
+3,308
TIP icon
475
iShares TIPS Bond ETF
TIP
$14B
$30.1M 0.03%
270,922
+92
17 18
19
20 21