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
VGLT icon
1001
Vanguard Long-Term Treasury ETF
VGLT
$9.95B
$7.04M 0.01%
123,757
+6,118
IHAK icon
1002
iShares Cybersecurity and Tech ETF
IHAK
$859M
$6.98M 0.01%
133,293
+3,495
SLVP icon
1003
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$732M
$6.94M 0.01%
253,692
+16,874
HBAN icon
1004
Huntington Bancshares
HBAN
$28.1B
$6.94M 0.01%
401,726
+10,177
AXSM icon
1005
Axsome Therapeutics
AXSM
$7.47B
$6.94M 0.01%
57,115
+46,153
PAA icon
1006
Plains All American Pipeline
PAA
$12.5B
$6.93M 0.01%
406,034
+7,855
OACC
1007
Oaktree Acquisition Corp III Life Sciences
OACC
$260M
$6.91M 0.01%
657,628
-29,065
FIIG icon
1008
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$620M
$6.9M 0.01%
325,134
+134,233
PRU icon
1009
Prudential Financial
PRU
$40.9B
$6.9M 0.01%
66,465
-52,875
EXR icon
1010
Extra Space Storage
EXR
$28.5B
$6.87M 0.01%
48,776
-489
NJUL icon
1011
Innovator Growth-100 Power Buffer ETF July
NJUL
$234M
$6.87M 0.01%
96,669
+7,984
PTNQ icon
1012
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
$6.87M 0.01%
88,636
+12,371
VTWG icon
1013
Vanguard Russell 2000 Growth ETF
VTWG
$1.13B
$6.82M 0.01%
29,189
-847
FXI icon
1014
iShares China Large-Cap ETF
FXI
$6.46B
$6.81M 0.01%
165,645
+20,050
VLTO icon
1015
Veralto
VLTO
$24.5B
$6.81M 0.01%
63,856
+23,669
KJUL icon
1016
Innovator US Small Cap Power Buffer ETF July
KJUL
$158M
$6.8M 0.01%
219,673
+2,957
IBDZ
1017
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$585M
$6.8M 0.01%
256,720
+182,545
JUST icon
1018
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$500M
$6.79M 0.01%
72,389
+1,904
IVES
1019
Dan IVES Wedbush AI Revolution ETF
IVES
$955M
$6.79M 0.01%
211,379
+196,416
CGUS icon
1020
Capital Group Core Equity ETF
CGUS
$8.05B
$6.79M 0.01%
171,662
+32,276
FIX icon
1021
Comfort Systems
FIX
$34.1B
$6.78M 0.01%
8,175
-174
BSCR icon
1022
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.38B
$6.75M 0.01%
342,491
+3,487
SONY icon
1023
Sony
SONY
$160B
$6.74M 0.01%
233,946
+11,154
EXPD icon
1024
Expeditors International
EXPD
$20.3B
$6.71M 0.01%
54,730
-41,381
FDVV icon
1025
Fidelity High Dividend ETF
FDVV
$7.74B
$6.71M 0.01%
120,371
+36,831
39 40
41
42 43