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
PEG icon
676
Public Service Enterprise Group
PEG
$40.1B
$16M 0.02%
191,964
+6,083
VRT icon
677
Vertiv
VRT
$59.2B
$16M 0.02%
106,147
+46,709
KR icon
678
Kroger
KR
$39.8B
$16M 0.02%
236,945
-4,119
ITM icon
679
VanEck Intermediate Muni ETF
ITM
$2.1B
$15.9M 0.02%
341,892
-2,231
APO icon
680
Apollo Global Management
APO
$85.3B
$15.9M 0.02%
119,097
+12,234
JBND icon
681
JPMorgan Active Bond ETF
JBND
$4.42B
$15.9M 0.02%
292,848
+9,662
CTA icon
682
Simplify Managed Futures Strategy ETF
CTA
$1.14B
$15.8M 0.02%
565,447
+43,149
FNX icon
683
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.18B
$15.6M 0.02%
124,755
-1,136
TBLL icon
684
Invesco Short Term Treasury ETF
TBLL
$2.24B
$15.6M 0.02%
147,419
-9,820
CEPF
685
Cantor Equity Partners IV
CEPF
$589M
$15.5M 0.02%
+1,524,327
JPIB icon
686
JPMorgan International Bond Opportunities ETF
JPIB
$1.45B
$15.5M 0.02%
316,078
+41,730
ESGE icon
687
iShares ESG Aware MSCI EM ETF
ESGE
$5.44B
$15.5M 0.02%
356,724
-5,251
SJNK icon
688
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.3B
$15.4M 0.02%
603,009
+21,663
COWG icon
689
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.44B
$15.4M 0.02%
425,175
+34,077
CBLS icon
690
Clough Hedged Equity ETF
CBLS
$41.1M
$15.4M 0.02%
536,654
+20,192
HGER icon
691
Harbor Commodity All-Weather Strategy ETF
HGER
$1.29B
$15.4M 0.02%
597,302
+390,703
URNM icon
692
Sprott Uranium Miners ETF
URNM
$1.65B
$15.4M 0.02%
254,818
-426
EFX icon
693
Equifax
EFX
$26.9B
$15.3M 0.02%
59,682
+3,776
ILF icon
694
iShares Latin America 40 ETF
ILF
$2.32B
$15.2M 0.02%
527,467
-27,593
HDV icon
695
iShares Core High Dividend ETF
HDV
$11.8B
$15.1M 0.02%
123,294
-6,107
ASTS icon
696
AST SpaceMobile
ASTS
$18.3B
$15M 0.02%
306,273
-9,907
PXH icon
697
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.72B
$14.9M 0.02%
587,007
+15,612
XYL icon
698
Xylem
XYL
$33.3B
$14.9M 0.02%
101,038
+849
SFM icon
699
Sprouts Farmers Market
SFM
$7.82B
$14.9M 0.02%
136,575
+108,221
IBKR icon
700
Interactive Brokers
IBKR
$28B
$14.8M 0.02%
215,419
-20,401
26 27
28
29 30