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
CAH icon
826
Cardinal Health
CAH
$49.5B
$10.5M 0.01%
66,914
-4,957
BTI icon
827
British American Tobacco
BTI
$126B
$10.5M 0.01%
197,437
+12,259
IAI icon
828
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.53B
$10.5M 0.01%
59,128
+16,825
EZM icon
829
WisdomTree US MidCap Fund
EZM
$831M
$10.4M 0.01%
158,435
-16,321
EW icon
830
Edwards Lifesciences
EW
$48.4B
$10.4M 0.01%
134,112
+22,977
BCS icon
831
Barclays
BCS
$71B
$10.4M 0.01%
504,191
+45,882
PSH icon
832
PGIM Short Duration High Yield ETF
PSH
$133M
$10.4M 0.01%
204,803
+289
PAPR icon
833
Innovator US Equity Power Buffer ETF April
PAPR
$761M
$10.4M 0.01%
271,102
+7,698
SPLV icon
834
Invesco S&P 500 Low Volatility ETF
SPLV
$7.38B
$10.4M 0.01%
141,288
+1,243
SPGP icon
835
Invesco S&P 500 GARP ETF
SPGP
$2.16B
$10.4M 0.01%
91,336
-11,790
MXL icon
836
MaxLinear
MXL
$1.53B
$10.4M 0.01%
645,371
+237
NEAR icon
837
iShares Short Maturity Bond ETF
NEAR
$4.17B
$10.3M 0.01%
201,122
+1,354
CPNG icon
838
Coupang
CPNG
$33.9B
$10.3M 0.01%
320,162
+2,162
KAT
839
Scharf ETF
KAT
$681M
$10.3M 0.01%
+183,012
SLQD icon
840
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$10.3M 0.01%
202,514
-9,852
AVLC icon
841
Avantis US Large Cap Equity ETF
AVLC
$995M
$10.3M 0.01%
134,431
+1,708
FUTY icon
842
Fidelity MSCI Utilities Index ETF
FUTY
$2.37B
$10.3M 0.01%
181,677
+19,292
INTF icon
843
iShares International Equity Factor ETF
INTF
$3.1B
$10.3M 0.01%
285,507
+11,784
NUE icon
844
Nucor
NUE
$38B
$10.2M 0.01%
75,618
-2,124
VCR icon
845
Vanguard Consumer Discretionary ETF
VCR
$5.73B
$10.2M 0.01%
25,805
+13,321
AME icon
846
Ametek
AME
$49.2B
$10.2M 0.01%
54,244
+900
BLOK icon
847
Amplify Blockchain Technology ETF
BLOK
$961M
$10.2M 0.01%
152,048
+18,625
SNPS icon
848
Synopsys
SNPS
$78.1B
$10.1M 0.01%
20,492
+9,792
BXMX icon
849
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.42B
$10.1M 0.01%
698,705
+661,371
NJUN
850
Innovator Growth-100 Power Buffer ETF - June
NJUN
$68.3M
$10.1M 0.01%
327,058
-11,750
32 33
34
35 36