HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
+$147M
2
+$111M
3
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

1
+$168M
2
+$93.5M
3
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
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
LSEQ icon
1101
Harbor Long-Short Equity ETF
LSEQ
$14.7M
$5.37M 0.01%
190,560
+3,336
RF icon
1102
Regions Financial
RF
$22B
$5.33M 0.01%
202,299
-193,692
GPK icon
1103
Graphic Packaging
GPK
$2.76B
$5.3M 0.01%
271,069
+54,088
DSL
1104
DoubleLine Income Solutions Fund
DSL
$1.22B
$5.28M 0.01%
430,103
+7,086
EQT icon
1105
EQT Corp
EQT
$41.7B
$5.26M 0.01%
96,580
-25,169
EAGL
1106
Eagle Capital Select Equity ETF
EAGL
$3.63B
$5.26M 0.01%
168,137
+35
CGW icon
1107
Invesco S&P Global Water Index ETF
CGW
$1B
$5.26M 0.01%
81,815
+24,231
NSSC icon
1108
Napco Security Technologies
NSSC
$1.39B
$5.23M 0.01%
121,822
-11,098
PRFZ icon
1109
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.6B
$5.23M 0.01%
115,056
+64
RELX icon
1110
RELX
RELX
$57.5B
$5.21M 0.01%
109,026
+2,979
BMNR
1111
BitMine Immersion Technologies
BMNR
$8.86B
$5.2M 0.01%
+100,213
DMXF icon
1112
iShares ESG Advanced MSCI EAFE ETF
DMXF
$787M
$5.2M 0.01%
68,659
+681
BMAR icon
1113
Innovator US Equity Buffer ETF March
BMAR
$172M
$5.19M 0.01%
100,614
+9,292
NICE icon
1114
Nice
NICE
$6.5B
$5.19M 0.01%
35,835
+10,947
HPQ icon
1115
HP
HPQ
$17.7B
$5.19M 0.01%
190,470
-304
EUDG icon
1116
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$67.5M
$5.17M 0.01%
146,943
+58,516
XYZ
1117
Block Inc
XYZ
$35.6B
$5.15M 0.01%
71,297
+3,459
TKO icon
1118
TKO Group
TKO
$15B
$5.15M 0.01%
25,445
-2,273
IT icon
1119
Gartner
IT
$11B
$5.14M 0.01%
19,555
-4,561
UBS icon
1120
UBS Group
UBS
$115B
$5.14M 0.01%
125,363
+7,928
BUG icon
1121
Global X Cybersecurity ETF
BUG
$801M
$5.12M 0.01%
145,567
+466
PCT icon
1122
PureCycle Technologies
PCT
$988M
$5.12M 0.01%
389,373
-61,172
RKLB icon
1123
Rocket Lab Corp
RKLB
$37.5B
$5.11M 0.01%
106,695
+10,980
CG icon
1124
Carlyle Group
CG
$16.9B
$5.11M 0.01%
81,455
+29,249
IBTM icon
1125
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$524M
$5.1M 0.01%
220,664
+32,097
43 44
45
46 47