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
EBAY icon
801
eBay
EBAY
$40.7B
$11.3M 0.01%
123,961
+2,738
BR icon
802
Broadridge
BR
$19.3B
$11.1M 0.01%
46,797
-3,000
QQEW icon
803
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.61B
$11.1M 0.01%
78,964
+13,744
GLTR icon
804
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.81B
$11.1M 0.01%
67,294
+6,340
COM icon
805
Direxion Auspice Broad Commodity Strategy ETF
COM
$209M
$11.1M 0.01%
387,032
+13,897
TEL icon
806
TE Connectivity
TEL
$61B
$11.1M 0.01%
50,488
+1,376
APA icon
807
APA Corp
APA
$14.8B
$11M 0.01%
454,749
+259,581
VLUE icon
808
iShares MSCI USA Value Factor ETF
VLUE
$10.2B
$10.9M 0.01%
87,520
-2,272
IRM icon
809
Iron Mountain
IRM
$29.7B
$10.9M 0.01%
106,744
-3,344
DD icon
810
DuPont de Nemours
DD
$18.9B
$10.8M 0.01%
331,388
-2,517
LHX icon
811
L3Harris
LHX
$66B
$10.8M 0.01%
35,334
-1,955
BSCP
812
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$10.8M 0.01%
521,522
-903
BGB
813
Blackstone Strategic Credit 2027 Term Fund
BGB
$503M
$10.8M 0.01%
886,020
-2,783
CSL icon
814
Carlisle Companies
CSL
$13.9B
$10.8M 0.01%
32,732
+8,952
ISPY icon
815
ProShares S&P 500 High Income ETF
ISPY
$1.17B
$10.8M 0.01%
238,616
+9,656
ATO icon
816
Atmos Energy
ATO
$30.2B
$10.8M 0.01%
63,009
-1,359
UDN icon
817
Invesco DB US Dollar Index Bearish Fund
UDN
$141M
$10.7M 0.01%
570,849
+144,616
AVLV icon
818
Avantis US Large Cap Value ETF
AVLV
$10.4B
$10.7M 0.01%
148,036
-85,776
GTM
819
ZoomInfo Technologies
GTM
$1.83B
$10.7M 0.01%
977,339
-477
GARP
820
iShares MSCI USA Quality GARP ETF
GARP
$1.32B
$10.6M 0.01%
161,674
+362
NVO icon
821
Novo Nordisk
NVO
$165B
$10.6M 0.01%
191,235
-170,461
PSLV icon
822
Sprott Physical Silver Trust
PSLV
$14.3B
$10.6M 0.01%
674,833
+94,856
HUBB icon
823
Hubbell
HUBB
$26.3B
$10.5M 0.01%
24,510
-929
POCT icon
824
Innovator US Equity Power Buffer ETF October
POCT
$1.04B
$10.5M 0.01%
244,270
+15,654
MTB icon
825
M&T Bank
MTB
$30.5B
$10.5M 0.01%
53,211
+2,743
31 32
33
34 35