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
PSEP icon
701
Innovator US Equity Power Buffer ETF September
PSEP
$904M
$14.8M 0.02%
344,017
+91,625
VHT icon
702
Vanguard Health Care ETF
VHT
$17.2B
$14.8M 0.02%
56,874
-2,603
DLN icon
703
WisdomTree US LargeCap Dividend Fund
DLN
$5.52B
$14.7M 0.02%
169,379
+3,080
TD icon
704
Toronto Dominion Bank
TD
$156B
$14.7M 0.02%
184,051
+544
HCA icon
705
HCA Healthcare
HCA
$106B
$14.7M 0.02%
34,403
+1,276
RWAY icon
706
Runway Growth Finance
RWAY
$327M
$14.7M 0.02%
1,442,345
+49,685
NU icon
707
Nu Holdings
NU
$78.8B
$14.6M 0.02%
914,611
+15,749
AON icon
708
Aon
AON
$75.9B
$14.6M 0.02%
40,965
+2,242
NOBL icon
709
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$14.5M 0.02%
140,909
+4,020
MAA icon
710
Mid-America Apartment Communities
MAA
$16B
$14.4M 0.02%
103,041
+533
RPM icon
711
RPM International
RPM
$13.7B
$14.4M 0.02%
121,936
+17,478
PAAA icon
712
PGIM AAA CLO ETF
PAAA
$5.54B
$14.4M 0.02%
279,067
+131,986
OSK icon
713
Oshkosh
OSK
$8.13B
$14.3M 0.02%
110,346
-16,442
DOV icon
714
Dover
DOV
$26.9B
$14.3M 0.02%
85,461
-3,892
BUFR icon
715
FT Vest Fund of Buffer ETFs
BUFR
$8.16B
$14.2M 0.02%
426,331
+12,155
GRMN icon
716
Garmin
GRMN
$38.9B
$14.2M 0.02%
57,821
+3,839
BKDV
717
BNY Mellon Dynamic Value ETF
BKDV
$674M
$14.2M 0.02%
510,058
+484,715
AVES icon
718
Avantis Emerging Markets Value ETF
AVES
$845M
$14.2M 0.02%
246,896
+46,634
GDXJ icon
719
VanEck Junior Gold Miners ETF
GDXJ
$9.43B
$14.2M 0.02%
142,940
+1,825
VOX icon
720
Vanguard Communication Services ETF
VOX
$6.12B
$14.1M 0.02%
75,189
+2,990
VCRB icon
721
Vanguard Core Bond ETF
VCRB
$4.77B
$14.1M 0.02%
179,758
+2,547
GSIE icon
722
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.85B
$14.1M 0.02%
342,724
+12,339
ICOW icon
723
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.42B
$14M 0.02%
385,547
+29,302
CCL icon
724
Carnival Corp
CCL
$37.2B
$14M 0.02%
485,162
+87,981
TAFM icon
725
AB Tax-Aware Intermediate Municipal ETF
TAFM
$421M
$14M 0.02%
550,593
+5,838
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