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
WCMI
901
First Trust WCM International Equity ETF
WCMI
$1.02B
$8.71M 0.01%
516,076
+159,081
ABNB icon
902
Airbnb
ABNB
$78.9B
$8.7M 0.01%
71,679
-6,404
BJAN icon
903
Innovator US Equity Buffer ETF January
BJAN
$356M
$8.69M 0.01%
163,936
-624
WDAY icon
904
Workday
WDAY
$33B
$8.67M 0.01%
36,003
-3,734
DFJ icon
905
WisdomTree Japan SmallCap Dividend Fund
DFJ
$403M
$8.66M 0.01%
91,335
+3,274
BJUL icon
906
Innovator US Equity Buffer ETF July
BJUL
$254M
$8.65M 0.01%
174,160
+315
LRN icon
907
Stride
LRN
$3.74B
$8.64M 0.01%
57,979
-881
BUFF icon
908
Innovator Laddered Allocation Power Buffer ETF
BUFF
$784M
$8.61M 0.01%
176,216
+14,326
AAAU icon
909
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.72B
$8.59M 0.01%
225,231
-24,682
BAPR icon
910
Innovator US Equity Buffer ETF April
BAPR
$343M
$8.57M 0.01%
182,665
+3,326
NULG icon
911
Nuveen ESG Large-Cap Growth ETF
NULG
$2.32B
$8.55M 0.01%
85,947
-1,557
DDOG icon
912
Datadog
DDOG
$44.3B
$8.53M 0.01%
59,923
+1,753
IYJ icon
913
iShares US Industrials ETF
IYJ
$2.21B
$8.52M 0.01%
58,422
+33,267
CTSH icon
914
Cognizant
CTSH
$29.1B
$8.5M 0.01%
126,793
+299
EWQ icon
915
iShares MSCI France ETF
EWQ
$383M
$8.5M 0.01%
193,427
+9,123
IDMO icon
916
Invesco S&P International Developed Momentum ETF
IDMO
$3.14B
$8.48M 0.01%
+157,102
IBTG icon
917
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.36B
$8.47M 0.01%
369,209
-3,631
QLD icon
918
ProShares Ultra QQQ
QLD
$8.94B
$8.47M 0.01%
123,440
+1,742
STEL icon
919
Stellar Bancorp
STEL
$1.84B
$8.47M 0.01%
279,101
-7,070
FDIS icon
920
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.65B
$8.45M 0.01%
82,172
-1,781
HQY icon
921
HealthEquity
HQY
$7.06B
$8.45M 0.01%
89,133
+1,621
SBAC icon
922
SBA Communications
SBAC
$17.5B
$8.4M 0.01%
43,423
-1,428
VRIG icon
923
Invesco Variable Rate Investment Grade ETF
VRIG
$1.46B
$8.39M 0.01%
334,307
+13,882
OBDC icon
924
Blue Owl Capital
OBDC
$5.58B
$8.39M 0.01%
656,779
-293,048
IBHG icon
925
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$449M
$8.29M 0.01%
368,782
+9,239
35 36
37
38 39