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
MDYV icon
551
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
$22.6M 0.03%
270,794
-1,165
VLO icon
552
Valero Energy
VLO
$49.7B
$22.4M 0.03%
131,823
-15,653
AMP icon
553
Ameriprise Financial
AMP
$45.3B
$22.4M 0.03%
45,654
+4,634
FHI icon
554
Federated Hermes
FHI
$4.09B
$22.3M 0.03%
430,240
-5,581
WPM icon
555
Wheaton Precious Metals
WPM
$52.2B
$22.3M 0.03%
199,765
-14,393
SAP icon
556
SAP
SAP
$281B
$22.3M 0.03%
83,416
+6,106
SCHP icon
557
Schwab US TIPS ETF
SCHP
$14.6B
$22.3M 0.03%
825,704
+21,964
CHD icon
558
Church & Dwight Co
CHD
$20.8B
$22.1M 0.03%
252,759
-3,193
BBHY icon
559
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$644M
$22.1M 0.03%
470,515
+9,551
ING icon
560
ING
ING
$79.5B
$22.1M 0.03%
846,670
+18,751
IWO icon
561
iShares Russell 2000 Growth ETF
IWO
$13.1B
$22M 0.03%
68,793
-999
XLRE icon
562
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.41B
$21.8M 0.02%
517,648
+47,619
SHYG icon
563
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.87B
$21.6M 0.02%
498,080
+32,743
FDS icon
564
Factset
FDS
$11.1B
$21.5M 0.02%
75,025
-13,144
EWJ icon
565
iShares MSCI Japan ETF
EWJ
$15.1B
$21.3M 0.02%
265,529
+34,170
VTEI icon
566
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.07B
$21.3M 0.02%
212,265
+1,494
CRH icon
567
CRH
CRH
$82.4B
$21.3M 0.02%
177,468
+3,521
IQDG icon
568
WisdomTree International Quality Dividend Growth Fund
IQDG
$744M
$21.2M 0.02%
532,201
+32,024
PDEC icon
569
Innovator US Equity Power Buffer ETF December
PDEC
$942M
$21.1M 0.02%
502,623
-40,518
LDOS icon
570
Leidos
LDOS
$23.2B
$21.1M 0.02%
111,682
-20,768
MAR icon
571
Marriott International
MAR
$83.2B
$21.1M 0.02%
80,939
+2,266
TDG icon
572
TransDigm Group
TDG
$71.1B
$21M 0.02%
15,949
+560
ES icon
573
Eversource Energy
ES
$25.2B
$20.9M 0.02%
294,295
+50,961
MBB icon
574
iShares MBS ETF
MBB
$39B
$20.8M 0.02%
218,711
+1,593
A icon
575
Agilent Technologies
A
$38.7B
$20.8M 0.02%
161,896
+104,519
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