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
IBDX icon
726
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.62B
$13.9M 0.02%
541,044
+95,720
OUNZ icon
727
VanEck Merk Gold Trust
OUNZ
$2.75B
$13.8M 0.02%
372,140
+23,560
ZS icon
728
Zscaler
ZS
$22.4B
$13.8M 0.02%
46,040
+1,707
DKS icon
729
Dick's Sporting Goods
DKS
$17.5B
$13.8M 0.02%
61,990
+33,018
PZT icon
730
Invesco New York AMT-Free Municipal Bond ETF
PZT
$127M
$13.8M 0.02%
619,333
-40,873
HDB icon
731
HDFC Bank
HDB
$132B
$13.7M 0.02%
402,013
+11,189
HMOP icon
732
Hartford Municipal Opportunities ETF
HMOP
$708M
$13.7M 0.02%
350,901
-1,007,587
XLB icon
733
State Street Materials Select Sector SPDR ETF
XLB
$6.47B
$13.6M 0.02%
303,574
+45,360
TH icon
734
Target Hospitality
TH
$968M
$13.6M 0.02%
1,603,641
JOBY icon
735
Joby Aviation
JOBY
$8.78B
$13.5M 0.02%
837,649
+36,956
ESML icon
736
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.22B
$13.4M 0.02%
298,124
+217
BOX icon
737
Box
BOX
$3.28B
$13.3M 0.02%
412,543
+28,820
LGOV icon
738
First Trust Long Duration Opportunities ETF
LGOV
$654M
$13.3M 0.02%
611,568
-235,288
LDUR icon
739
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.39B
$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
$97.4B
$13.2M 0.02%
18,890
+1,140
BTAL icon
742
AGF US Market Neutral Anti-Beta Fund
BTAL
$414M
$13.2M 0.02%
828,111
+423,483
FENI icon
743
Fidelity Enhanced International ETF
FENI
$7.96B
$13.2M 0.02%
373,286
+284,248
FCOM icon
744
Fidelity MSCI Communication Services Index ETF
FCOM
$1.62B
$13.1M 0.01%
185,070
+687
AIG icon
745
American International
AIG
$40.5B
$13.1M 0.01%
167,157
+61,266
FTLS icon
746
First Trust Long/Short Equity ETF
FTLS
$2.16B
$13.1M 0.01%
187,558
+1,072
HEZU icon
747
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$563M
$13M 0.01%
307,858
+8,653
DTE icon
748
DTE Energy
DTE
$29.8B
$12.9M 0.01%
91,269
-1,939
JSCP icon
749
JPMorgan Short Duration Core Plus ETF
JSCP
$1.37B
$12.8M 0.01%
269,350
+10,926
JPLD icon
750
JPMorgan Limited Duration Bond ETF
JPLD
$3.67B
$12.7M 0.01%
242,760
+9,575
28 29
30
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