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
GFI icon
1076
Gold Fields
GFI
$38.9B
$5.7M 0.01%
135,742
-1,005
ICVT icon
1077
iShares Convertible Bond ETF
ICVT
$3.71B
$5.68M 0.01%
56,755
+739
ISTB icon
1078
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
$5.66M 0.01%
115,955
+7,668
SKYY icon
1079
First Trust Cloud Computing ETF
SKYY
$3.09B
$5.66M 0.01%
42,107
-3,334
AVB icon
1080
AvalonBay Communities
AVB
$25B
$5.64M 0.01%
29,192
-516
MKC icon
1081
McCormick & Company Non-Voting
MKC
$17.9B
$5.62M 0.01%
84,061
-677
IVOV icon
1082
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.16B
$5.62M 0.01%
55,790
-1,576
NAD icon
1083
Nuveen Quality Municipal Income Fund
NAD
$2.82B
$5.6M 0.01%
478,736
+893
CPAY icon
1084
Corpay
CPAY
$22.1B
$5.57M 0.01%
19,353
+1,359
RRX icon
1085
Regal Rexnord
RRX
$9.97B
$5.55M 0.01%
38,663
+2,311
AROC icon
1086
Archrock
AROC
$4.58B
$5.54M 0.01%
210,707
+96,220
CART icon
1087
Maplebear
CART
$11.8B
$5.54M 0.01%
150,638
-7,995
SPTM icon
1088
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$5.53M 0.01%
68,551
+551
MFC icon
1089
Manulife Financial
MFC
$59.7B
$5.52M 0.01%
177,244
+8,934
WBD icon
1090
Warner Bros
WBD
$74.3B
$5.52M 0.01%
282,509
+58,736
VDC icon
1091
Vanguard Consumer Staples ETF
VDC
$7.36B
$5.51M 0.01%
25,764
+2,738
KNG icon
1092
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.48B
$5.5M 0.01%
111,543
-2,435
TCOM icon
1093
Trip.com Group
TCOM
$46.3B
$5.46M 0.01%
72,589
+4,479
EWS icon
1094
iShares MSCI Singapore ETF
EWS
$818M
$5.42M 0.01%
191,206
-3,964
IBTL icon
1095
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$421M
$5.42M 0.01%
263,255
+25,361
PFEB icon
1096
Innovator US Equity Power Buffer ETF February
PFEB
$738M
$5.41M 0.01%
136,284
-40,181
PXF icon
1097
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.28B
$5.41M 0.01%
88,403
+4,142
HEQT icon
1098
Simplify Hedged Equity ETF
HEQT
$331M
$5.4M 0.01%
172,719
-93
SAN icon
1099
Banco Santander
SAN
$167B
$5.39M 0.01%
514,156
+57,643
BRSL
1100
Brightstar Lottery PLC
BRSL
$3.03B
$5.37M 0.01%
311,574
+296,557
42 43
44
45 46