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
VB icon
76
Vanguard Small-Cap ETF
VB
$69.3B
$239M 0.27%
939,059
+79,567
DFAC icon
77
Dimensional US Core Equity 2 ETF
DFAC
$40B
$229M 0.26%
5,939,615
-104,125
PYLD icon
78
PIMCO Multi Sector Bond Active ETF
PYLD
$9.69B
$229M 0.26%
8,516,263
+4,160,437
AMGN icon
79
Amgen
AMGN
$178B
$223M 0.25%
789,377
+36,897
AEP icon
80
American Electric Power
AEP
$62.8B
$222M 0.25%
1,975,997
+65,709
QCOM icon
81
Qualcomm
QCOM
$187B
$222M 0.25%
1,331,980
-11,969
VONG icon
82
Vanguard Russell 1000 Growth ETF
VONG
$35.8B
$221M 0.25%
1,831,197
+150,243
AGG icon
83
iShares Core US Aggregate Bond ETF
AGG
$134B
$218M 0.25%
2,171,870
+40,856
TSM icon
84
TSMC
TSM
$1.53T
$217M 0.25%
775,670
+16,778
GS icon
85
Goldman Sachs
GS
$256B
$217M 0.25%
271,931
-30,275
UNH icon
86
UnitedHealth
UNH
$300B
$216M 0.25%
625,365
+207,434
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$68.1B
$215M 0.24%
1,058,499
+64,323
SPG icon
88
Simon Property Group
SPG
$59.6B
$211M 0.24%
1,123,638
+48,594
LMT icon
89
Lockheed Martin
LMT
$105B
$210M 0.24%
420,275
+7,138
NFLX icon
90
Netflix
NFLX
$425B
$209M 0.24%
1,745,130
+133,180
JAAA icon
91
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$209M 0.24%
4,108,152
-176,596
XLK icon
92
State Street Technology Select Sector SPDR ETF
XLK
$47.8B
$205M 0.23%
725,931
+40,161
TJX icon
93
TJX Companies
TJX
$170B
$204M 0.23%
1,412,563
+32,946
IEMG icon
94
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
$204M 0.23%
3,095,553
+29,866
DFUV icon
95
Dimensional US Marketwide Value ETF
DFUV
$12.7B
$204M 0.23%
4,557,544
-31,174
SCHB icon
96
Schwab US Broad Market ETF
SCHB
$38.3B
$200M 0.23%
7,776,997
+38,658
ETN icon
97
Eaton
ETN
$131B
$194M 0.22%
517,912
+30,029
KO icon
98
Coca-Cola
KO
$301B
$193M 0.22%
2,906,850
+312,330
QGRW icon
99
WisdomTree US Quality Growth Fund
QGRW
$2.13B
$193M 0.22%
3,356,988
+1,317,154
VYM icon
100
Vanguard High Dividend Yield ETF
VYM
$68.7B
$191M 0.22%
1,356,738
+42,045
2 3
4
5 6