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
ZAUG
876
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$119M
$9.31M 0.01%
351,940
-7,867
DLS icon
877
WisdomTree International SmallCap Dividend Fund
DLS
$999M
$9.3M 0.01%
116,977
+800
PINK icon
878
Simplify Health Care ETF
PINK
$352M
$9.26M 0.01%
292,125
+118,226
VCLT icon
879
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.99B
$9.25M 0.01%
119,074
+81,568
HYG icon
880
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$9.24M 0.01%
113,830
-11,966
ARES icon
881
Ares Management
ARES
$38.3B
$9.22M 0.01%
57,677
+11,954
DSI icon
882
iShares MSCI KLD 400 Social ETF
DSI
$5.04B
$9.2M 0.01%
73,073
+750
SITM icon
883
SiTime
SITM
$9.49B
$9.15M 0.01%
30,368
+14,859
WMG icon
884
Warner Music
WMG
$14.7B
$9.15M 0.01%
268,601
-3,562
RMD icon
885
ResMed
RMD
$36.1B
$9.15M 0.01%
33,367
-3,638
CX icon
886
Cemex
CX
$16.7B
$9.14M 0.01%
1,016,200
+12,856
MTUM icon
887
iShares MSCI USA Momentum Factor ETF
MTUM
$20.3B
$9.12M 0.01%
35,570
-10,813
BUFB icon
888
Innovator Laddered Allocation Buffer ETF
BUFB
$216M
$9.07M 0.01%
253,806
+14,602
FV icon
889
First Trust Dorsey Wright Focus 5 ETF
FV
$3.59B
$9.05M 0.01%
146,207
-887
ARTY
890
iShares Future AI & Tech ETF
ARTY
$1.93B
$9M 0.01%
196,657
+182,726
IVAL icon
891
Alpha Architect International Quantitative Value ETF
IVAL
$181M
$8.98M 0.01%
297,670
+73,799
STGW icon
892
Stagwell
STGW
$1.39B
$8.97M 0.01%
1,592,476
CASY icon
893
Casey's General Stores
CASY
$20.5B
$8.94M 0.01%
15,819
+3,676
CW icon
894
Curtiss-Wright
CW
$20.1B
$8.93M 0.01%
16,448
+5,029
CALX icon
895
Calix
CALX
$3.59B
$8.91M 0.01%
145,207
-799
EVRG icon
896
Evergy
EVRG
$16.9B
$8.88M 0.01%
116,827
-3,210
CRWV
897
CoreWeave Inc
CRWV
$34.6B
$8.86M 0.01%
64,771
+24,663
J icon
898
Jacobs Solutions
J
$15.9B
$8.84M 0.01%
59,011
-613
ETR icon
899
Entergy
ETR
$41.4B
$8.82M 0.01%
94,618
-5,765
IGM icon
900
iShares Expanded Tech Sector ETF
IGM
$8.76B
$8.75M 0.01%
69,476
+32,149
34 35
36
37 38