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
IBDX icon
726
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.37B
$13.9M 0.02%
541,044
+95,720
OUNZ icon
727
VanEck Merk Gold Trust
OUNZ
$2.47B
$13.8M 0.02%
372,140
+23,560
ZS icon
728
Zscaler
ZS
$36.9B
$13.8M 0.02%
46,040
+1,707
DKS icon
729
Dick's Sporting Goods
DKS
$18.9B
$13.8M 0.02%
61,990
+33,018
PZT icon
730
Invesco New York AMT-Free Municipal Bond ETF
PZT
$134M
$13.8M 0.02%
619,333
-40,873
HDB icon
731
HDFC Bank
HDB
$181B
$13.7M 0.02%
402,013
+11,189
HMOP icon
732
Hartford Municipal Opportunities ETF
HMOP
$637M
$13.7M 0.02%
350,901
-1,007,587
XLB icon
733
State Street Materials Select Sector SPDR ETF
XLB
$5.26B
$13.6M 0.02%
151,787
+22,680
TH icon
734
Target Hospitality
TH
$839M
$13.6M 0.02%
1,603,641
JOBY icon
735
Joby Aviation
JOBY
$12.6B
$13.5M 0.02%
837,649
+36,956
ESML icon
736
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.07B
$13.4M 0.02%
298,124
+217
BOX icon
737
Box
BOX
$4.34B
$13.3M 0.02%
412,543
+28,820
LGOV icon
738
First Trust Long Duration Opportunities ETF
LGOV
$671M
$13.3M 0.02%
611,568
-235,288
LDUR icon
739
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.02B
$13.3M 0.02%
137,875
+6,521
L icon
740
Loews
L
$21.9B
$13.2M 0.02%
131,458
-1,217
SPOT icon
741
Spotify
SPOT
$118B
$13.2M 0.02%
18,890
+1,140
BTAL icon
742
AGF US Market Neutral Anti-Beta Fund
BTAL
$361M
$13.2M 0.02%
828,111
+423,483
FENI icon
743
Fidelity Enhanced International ETF
FENI
$5.56B
$13.2M 0.02%
373,286
+284,248
FCOM icon
744
Fidelity MSCI Communication Services Index ETF
FCOM
$1.88B
$13.1M 0.01%
185,070
+687
AIG icon
745
American International
AIG
$46.5B
$13.1M 0.01%
167,157
+61,266
FTLS icon
746
First Trust Long/Short Equity ETF
FTLS
$2.13B
$13.1M 0.01%
187,558
+1,072
HEZU icon
747
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$624M
$13M 0.01%
307,858
+8,653
DTE icon
748
DTE Energy
DTE
$26.9B
$12.9M 0.01%
91,269
-1,939
JSCP icon
749
JPMorgan Short Duration Core Plus ETF
JSCP
$1.11B
$12.8M 0.01%
269,350
+10,926
JPLD icon
750
JPMorgan Limited Duration Bond ETF
JPLD
$3.03B
$12.7M 0.01%
242,760
+9,575
28 29
30
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