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
RPAR icon
526
RPAR Risk Parity ETF
RPAR
$582M
$24.9M 0.03%
+1,182,736
EVTR icon
527
Eaton Vance Total Return Bond ETF
EVTR
$4.93B
$24.7M 0.03%
480,614
+28,576
KMB icon
528
Kimberly-Clark
KMB
$33B
$24.6M 0.03%
197,658
+425
EME icon
529
Emcor
EME
$34.1B
$24.4M 0.03%
37,565
+6,904
MLN icon
530
VanEck Long Muni ETF
MLN
$647M
$24.3M 0.03%
1,390,831
-106,981
SIVR icon
531
abrdn Physical Silver Shares ETF
SIVR
$5B
$24.2M 0.03%
545,146
-20,266
JQUA icon
532
JPMorgan US Quality Factor ETF
JQUA
$7.19B
$24.2M 0.03%
385,333
+45,556
ECL icon
533
Ecolab
ECL
$75.7B
$23.7M 0.03%
86,690
+7,890
EFG icon
534
iShares MSCI EAFE Growth ETF
EFG
$13.9B
$23.7M 0.03%
207,976
-8,136
SPHQ icon
535
Invesco S&P 500 Quality ETF
SPHQ
$15.8B
$23.5M 0.03%
320,954
-4,142
IWN icon
536
iShares Russell 2000 Value ETF
IWN
$12.6B
$23.5M 0.03%
132,789
+3,298
O icon
537
Realty Income
O
$56B
$23.5M 0.03%
386,118
+16,617
PBW icon
538
Invesco WilderHill Clean Energy ETF
PBW
$512M
$23.5M 0.03%
+812,483
NDAQ icon
539
Nasdaq
NDAQ
$47.6B
$23.3M 0.03%
263,924
+11,659
IBMP icon
540
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$618M
$23.3M 0.03%
916,065
-34,145
BOND icon
541
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.7B
$23.3M 0.03%
249,984
+272
GAP
542
The Gap Inc
GAP
$9.29B
$23.3M 0.03%
1,089,421
+70,805
IBIK
543
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$83.5M
$23.1M 0.03%
879,641
+63,184
CINF icon
544
Cincinnati Financial
CINF
$24.2B
$23M 0.03%
145,358
+1,572
DFGX icon
545
Dimensional ETF Trust Dimensional International Core Fixed Income ETF
DFGX
$1.48B
$23M 0.03%
425,841
+19,450
JMST icon
546
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.28B
$22.9M 0.03%
448,355
-9,349
NYF icon
547
iShares New York Muni Bond ETF
NYF
$1.22B
$22.9M 0.03%
428,521
+46,216
JHMB icon
548
John Hancock Mortgage-Backed Securities ETF
JHMB
$213M
$22.8M 0.03%
1,030,323
+33,547
CI icon
549
Cigna
CI
$71.3B
$22.7M 0.03%
78,871
-47,470
TROW icon
550
T. Rowe Price
TROW
$19.5B
$22.6M 0.03%
220,153
+25,253
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