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
SCHY icon
776
Schwab International Dividend Equity ETF
SCHY
$2.29B
$12M 0.01%
429,163
-87,049
F icon
777
Ford
F
$46.7B
$12M 0.01%
1,001,992
+33,982
CGGO icon
778
Capital Group Global Growth Equity ETF
CGGO
$8.79B
$12M 0.01%
350,531
+101,546
BBIO icon
779
BridgeBio Pharma
BBIO
$13.8B
$12M 0.01%
230,393
+2,007
RY icon
780
Royal Bank of Canada
RY
$227B
$12M 0.01%
81,188
+8,607
DOW icon
781
Dow Inc
DOW
$28.6B
$11.9M 0.01%
519,482
-394,039
JBL icon
782
Jabil
JBL
$29.1B
$11.9M 0.01%
54,605
+4,464
PULS icon
783
PGIM Ultra Short Bond ETF
PULS
$14.4B
$11.8M 0.01%
237,047
+38,866
IWL icon
784
iShares Russell Top 200 ETF
IWL
$1.94B
$11.7M 0.01%
70,530
-7,214
HIG icon
785
Hartford Financial Services
HIG
$37.2B
$11.7M 0.01%
87,755
+2,037
DTCR icon
786
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.18B
$11.7M 0.01%
570,998
+85,430
FTCS icon
787
First Trust Capital Strength ETF
FTCS
$7.91B
$11.7M 0.01%
124,618
+4,834
MNST icon
788
Monster Beverage
MNST
$71.2B
$11.7M 0.01%
173,226
+33,359
BNDX icon
789
Vanguard Total International Bond ETF
BNDX
$76.5B
$11.6M 0.01%
234,137
-43,717
BN icon
790
Brookfield
BN
$90.2B
$11.6M 0.01%
253,229
-3,549
RCL icon
791
Royal Caribbean
RCL
$75.6B
$11.6M 0.01%
35,670
-4,389
BKH icon
792
Black Hills Corp
BKH
$5.26B
$11.6M 0.01%
187,539
+14,144
LRGF icon
793
iShares US Equity Factor ETF
LRGF
$2.95B
$11.5M 0.01%
166,963
+801
RS icon
794
Reliance Steel & Aluminium
RS
$15.6B
$11.5M 0.01%
41,024
+476
REXR icon
795
Rexford Industrial Realty
REXR
$7.79B
$11.5M 0.01%
280,153
+7,003
CSGP icon
796
CoStar Group
CSGP
$17.7B
$11.5M 0.01%
136,084
+89,864
CALF icon
797
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.31B
$11.5M 0.01%
261,907
-51,001
TFI icon
798
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.95B
$11.4M 0.01%
250,410
-16,826
NTAP icon
799
NetApp
NTAP
$21B
$11.4M 0.01%
96,269
+1,261
ELV icon
800
Elevance Health
ELV
$65.5B
$11.4M 0.01%
35,264
-2,746
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