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
IBMS
1051
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$204M
$6.16M 0.01%
236,368
+175,958
PMAR icon
1052
Innovator US Equity Power Buffer ETF March
PMAR
$614M
$6.15M 0.01%
139,949
+2,053
LULU icon
1053
lululemon athletica
LULU
$24.2B
$6.14M 0.01%
34,524
+4,421
OSW icon
1054
OneSpaWorld
OSW
$2.08B
$6.13M 0.01%
290,126
-59,940
TOL icon
1055
Toll Brothers
TOL
$13.2B
$6.11M 0.01%
44,251
+11,624
PJAN icon
1056
Innovator US Equity Power Buffer ETF January
PJAN
$1.18B
$6.09M 0.01%
133,022
-474
KHC icon
1057
Kraft Heinz
KHC
$29B
$6.09M 0.01%
233,875
-105,932
RRC icon
1058
Range Resources
RRC
$8.63B
$6.06M 0.01%
161,020
-26,427
EAGG icon
1059
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.32B
$6.02M 0.01%
125,412
-3,123
PFFD icon
1060
Global X US Preferred ETF
PFFD
$2.24B
$6M 0.01%
308,790
-9,079
PTLC icon
1061
Pacer Trendpilot US Large Cap ETF
PTLC
$3.4B
$5.94M 0.01%
108,437
+70,924
MAIN icon
1062
Main Street Capital
MAIN
$5.56B
$5.93M 0.01%
93,258
-403
EDV icon
1063
Vanguard World Funds Extended Duration ETF
EDV
$3.99B
$5.89M 0.01%
86,111
+16,786
ARKW icon
1064
ARK Web x.0 ETF
ARKW
$2.18B
$5.89M 0.01%
33,714
+6,562
XDQQ icon
1065
Innovator Growth Accelerated ETF Quarterly
XDQQ
$61.4M
$5.86M 0.01%
155,026
-2,239
ADM icon
1066
Archer Daniels Midland
ADM
$28.9B
$5.85M 0.01%
97,893
+909
DVN icon
1067
Devon Energy
DVN
$22.7B
$5.85M 0.01%
166,775
-60,248
VNQI icon
1068
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$5.79M 0.01%
121,380
+15,148
UGI icon
1069
UGI
UGI
$8.2B
$5.79M 0.01%
173,953
+45,252
DFNL icon
1070
Davis Select Financial ETF
DFNL
$382M
$5.78M 0.01%
127,849
+3,011
BBVA icon
1071
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
$5.76M 0.01%
299,243
+27,553
FMHI icon
1072
First Trust Municipal High Income ETF
FMHI
$866M
$5.75M 0.01%
121,044
+26,536
INDA icon
1073
iShares MSCI India ETF
INDA
$9.4B
$5.74M 0.01%
110,326
-474,177
IBN icon
1074
ICICI Bank
IBN
$108B
$5.73M 0.01%
189,493
+10,526
NZF icon
1075
Nuveen Municipal Credit Income Fund
NZF
$2.46B
$5.71M 0.01%
454,547
-7,901
41 42
43
44 45