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
GSST icon
1026
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.21B
$6.66M 0.01%
131,279
-10,297
IBMN
1027
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$6.65M 0.01%
248,217
-49,720
SDSI icon
1028
American Century Short Duration Strategic Income ETF
SDSI
$132M
$6.63M 0.01%
128,293
+5,681
JEF icon
1029
Jefferies Financial Group
JEF
$12.7B
$6.61M 0.01%
100,999
+61,630
EMLP icon
1030
First Trust North American Energy Infrastructure Fund
EMLP
$3.38B
$6.6M 0.01%
172,285
-35,023
PCAR icon
1031
PACCAR
PCAR
$59.3B
$6.58M 0.01%
66,967
+227
AZZ icon
1032
AZZ Inc
AZZ
$3.24B
$6.58M 0.01%
60,294
-20,467
TM icon
1033
Toyota
TM
$280B
$6.55M 0.01%
34,293
+1,735
FLUT icon
1034
Flutter Entertainment
FLUT
$38.5B
$6.46M 0.01%
25,450
+4,445
STT icon
1035
State Street
STT
$36B
$6.45M 0.01%
55,575
-3,481
HWM icon
1036
Howmet Aerospace
HWM
$79.4B
$6.4M 0.01%
32,611
+1,852
PDI icon
1037
PIMCO Dynamic Income Fund
PDI
$7.39B
$6.39M 0.01%
322,774
+3,832
EA icon
1038
Electronic Arts
EA
$51.1B
$6.37M 0.01%
31,583
+2,408
SJM icon
1039
J.M. Smucker
SJM
$10.9B
$6.37M 0.01%
58,639
-944
FNCL icon
1040
Fidelity MSCI Financials Index ETF
FNCL
$2.44B
$6.36M 0.01%
83,354
-2,238
TOST icon
1041
Toast
TOST
$20.4B
$6.35M 0.01%
173,999
+3,650
ETHA
1042
iShares Ethereum Trust ETF
ETHA
$1.71B
$6.35M 0.01%
201,558
+137,269
RSPS icon
1043
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$238M
$6.35M 0.01%
217,153
-13,929
LUV icon
1044
Southwest Airlines
LUV
$21.2B
$6.33M 0.01%
198,322
+80,032
CLX icon
1045
Clorox
CLX
$12.4B
$6.33M 0.01%
51,323
-2,953
RACE icon
1046
Ferrari
RACE
$65.2B
$6.32M 0.01%
12,993
-63
FLRN icon
1047
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.68B
$6.26M 0.01%
202,946
-11,949
PNW icon
1048
Pinnacle West Capital
PNW
$10.5B
$6.23M 0.01%
69,524
+1,379
OKTA icon
1049
Okta
OKTA
$15.7B
$6.23M 0.01%
67,901
+2,333
AJUL
1050
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$60.7M
$6.2M 0.01%
216,792
-8,243
40 41
42
43 44