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
DBA icon
751
Invesco DB Agriculture Fund
DBA
$743M
$12.6M 0.01%
472,601
+1,469
DLR icon
752
Digital Realty Trust
DLR
$51.7B
$12.6M 0.01%
72,772
-5,804
PSI icon
753
Invesco Semiconductors ETF
PSI
$992M
$12.5M 0.01%
177,802
+1,691
BAM icon
754
Brookfield Asset Management
BAM
$85.7B
$12.5M 0.01%
219,485
+32,788
VXF icon
755
Vanguard Extended Market ETF
VXF
$25.1B
$12.5M 0.01%
59,643
-2,162
GSK icon
756
GSK
GSK
$97.7B
$12.5M 0.01%
288,902
+7,132
BRX icon
757
Brixmor Property Group
BRX
$7.96B
$12.4M 0.01%
449,308
-877
EVAC
758
EQV Ventures Acquisition Corp II
EVAC
$585M
$12.4M 0.01%
+1,248,940
SYLD icon
759
Cambria Shareholder Yield ETF
SYLD
$880M
$12.4M 0.01%
180,424
-15,575
CTVA icon
760
Corteva
CTVA
$45.3B
$12.4M 0.01%
182,643
+14,436
EXC icon
761
Exelon
EXC
$44.6B
$12.3M 0.01%
273,507
-1,560
EWU icon
762
iShares MSCI United Kingdom ETF
EWU
$2.75B
$12.3M 0.01%
292,841
+12,358
RPV icon
763
Invesco S&P 500 Pure Value ETF
RPV
$1.44B
$12.3M 0.01%
123,416
-638
XEL icon
764
Xcel Energy
XEL
$43.6B
$12.2M 0.01%
151,779
+4,425
FISV
765
Fiserv Inc
FISV
$36.7B
$12.2M 0.01%
94,579
-4,095
IXJ icon
766
iShares Global Healthcare ETF
IXJ
$4.44B
$12.2M 0.01%
137,560
+6,444
SFLR icon
767
Innovator Equity Managed Floor ETF
SFLR
$1.29B
$12.2M 0.01%
338,160
-86,642
PCTY icon
768
Paylocity
PCTY
$8.17B
$12.1M 0.01%
76,219
+3,413
CCI icon
769
Crown Castle
CCI
$38.2B
$12.1M 0.01%
125,527
-6,002
USSH icon
770
WisdomTree 1-3 Year Laddered Treasury Fund
USSH
$20.4M
$12.1M 0.01%
238,507
+133,090
OPCH icon
771
Option Care Health
OPCH
$5.18B
$12.1M 0.01%
436,147
+20,302
MET icon
772
MetLife
MET
$54.1B
$12.1M 0.01%
146,963
-24,503
FANG icon
773
Diamondback Energy
FANG
$43.5B
$12.1M 0.01%
84,262
-34,295
XBJA icon
774
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$89.3M
$12M 0.01%
384,793
-5,410
SUSA icon
775
iShares ESG Optimized MSCI USA ETF
SUSA
$3.7B
$12M 0.01%
88,608
-1,474
29 30
31
32 33