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
PGR icon
451
Progressive
PGR
$119B
$32.6M 0.04%
131,882
-26,868
COIN icon
452
Coinbase
COIN
$47.8B
$32.5M 0.04%
96,396
+71,279
SYY icon
453
Sysco
SYY
$39.7B
$32.5M 0.04%
395,040
+2,520
NVS icon
454
Novartis
NVS
$288B
$32.5M 0.04%
253,203
+10,543
LYV icon
455
Live Nation Entertainment
LYV
$36.4B
$32.3M 0.04%
197,890
+32,641
BDX icon
456
Becton Dickinson
BDX
$45B
$32.2M 0.04%
172,142
-17,941
SOXX icon
457
iShares Semiconductor ETF
SOXX
$21.5B
$32.1M 0.04%
118,439
-1,932
WCBR icon
458
WisdomTree Cybersecurity Fund
WCBR
$81.2M
$32.1M 0.04%
1,022,098
+427,609
XMHQ icon
459
Invesco S&P MidCap Quality ETF
XMHQ
$5.08B
$31.8M 0.04%
302,746
-178,969
FDN icon
460
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.7B
$31.7M 0.04%
113,343
+17,274
APH icon
461
Amphenol
APH
$158B
$31.7M 0.04%
256,145
+27,718
D icon
462
Dominion Energy
D
$53.3B
$31.5M 0.04%
514,214
+34,528
DFAX icon
463
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.6B
$31.4M 0.04%
1,001,267
+68,187
XLP icon
464
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.8B
$31.3M 0.04%
399,971
-27,493
PHYS icon
465
Sprott Physical Gold
PHYS
$16.3B
$31.3M 0.04%
1,058,006
+86,944
REET icon
466
iShares Global REIT ETF
REET
$4.43B
$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
$6.34B
$30.8M 0.04%
2,296,812
+86,849
VDE icon
468
Vanguard Energy ETF
VDE
$10B
$30.8M 0.04%
244,855
-895
USRT icon
469
iShares Core US REIT ETF
USRT
$3.42B
$30.7M 0.03%
523,132
+93,867
EFV icon
470
iShares MSCI EAFE Value ETF
EFV
$28.7B
$30.7M 0.03%
452,011
-2,590
ENB icon
471
Enbridge
ENB
$119B
$30.6M 0.03%
607,189
-29,531
RPG icon
472
Invesco S&P 500 Pure Growth ETF
RPG
$1.63B
$30.5M 0.03%
639,952
-21,457
IBDR icon
473
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.68B
$30.4M 0.03%
1,252,219
+171,267
PHO icon
474
Invesco Water Resources ETF
PHO
$2B
$30.3M 0.03%
419,964
+3,308
TIP icon
475
iShares TIPS Bond ETF
TIP
$14.1B
$30.1M 0.03%
270,922
+92
17 18
19
20 21