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
XME icon
476
State Street SPDR S&P Metals & Mining ETF
XME
$4.34B
$30.1M 0.03%
323,328
+3,505
IWS icon
477
iShares Russell Mid-Cap Value ETF
IWS
$14.8B
$30.1M 0.03%
215,702
-2,079
DFEV icon
478
Dimensional Emerging Markets Value ETF
DFEV
$1.51B
$29.9M 0.03%
938,826
-3,838
OKE icon
479
Oneok
OKE
$58B
$29.8M 0.03%
408,983
-2,520
SHOP icon
480
Shopify
SHOP
$154B
$29.8M 0.03%
200,575
+22,989
AIRR icon
481
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.51B
$29.8M 0.03%
308,209
+20,756
FLQM icon
482
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.68B
$29.8M 0.03%
527,626
+37,109
TPL icon
483
Texas Pacific Land
TPL
$36.6B
$29.5M 0.03%
94,893
+927
DFNM icon
484
Dimensional National Municipal Bond ETF
DFNM
$2.05B
$29.5M 0.03%
615,488
+36,934
IEI icon
485
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$29.5M 0.03%
246,840
+33,068
GEHC icon
486
GE HealthCare
GEHC
$32.9B
$29.5M 0.03%
392,674
+254,756
HACK icon
487
Amplify Cybersecurity ETF
HACK
$1.91B
$29.5M 0.03%
339,601
+29,171
SPMO icon
488
Invesco S&P 500 Momentum ETF
SPMO
$13.1B
$29.5M 0.03%
243,400
+72,935
INBX icon
489
Inhibrx
INBX
$971M
$29.4M 0.03%
871,759
IWY icon
490
iShares Russell Top 200 Growth ETF
IWY
$14.9B
$29.3M 0.03%
107,101
-35,593
BOXX icon
491
Alpha Architect 1-3 Month Box ETF
BOXX
$10.7B
$29.2M 0.03%
256,742
+203,626
CCJ icon
492
Cameco
CCJ
$47.5B
$29.1M 0.03%
347,465
-110,442
DGS icon
493
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.7B
$29.1M 0.03%
509,766
+1,965
DELL icon
494
Dell
DELL
$119B
$29.1M 0.03%
205,196
+9,495
FLOT icon
495
iShares Floating Rate Bond ETF
FLOT
$9.19B
$28.7M 0.03%
561,528
-21,094
PRF icon
496
Invesco FTSE RAFI US 1000 ETF
PRF
$8.75B
$28.7M 0.03%
633,867
+20,482
MSTR icon
497
Strategy Inc
MSTR
$48.1B
$28.6M 0.03%
88,849
+6,185
MDYG icon
498
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.53B
$28.6M 0.03%
312,179
+846
HUBG icon
499
HUB Group
HUBG
$2.22B
$28.6M 0.03%
829,400
-31,261
JD icon
500
JD.com
JD
$40.8B
$28.5M 0.03%
816,030
-47,820
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