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
CCC
1126
CCC Intelligent Solutions
CCC
$4.79B
$5.05M 0.01%
554,323
-26,088
DKNG icon
1127
DraftKings
DKNG
$17.8B
$5.04M 0.01%
134,792
-36,242
VIGI icon
1128
Vanguard International Dividend Appreciation ETF
VIGI
$9.05B
$5.04M 0.01%
56,239
+1,502
PRM icon
1129
Perimeter Solutions
PRM
$4.17B
$5.04M 0.01%
224,924
-40
NMFC icon
1130
New Mountain Finance
NMFC
$988M
$5.02M 0.01%
520,926
+27,227
XAR icon
1131
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.5B
$5.02M 0.01%
21,358
+3,482
DBB icon
1132
Invesco DB Base Metals Fund
DBB
$169M
$5.01M 0.01%
244,004
CEF icon
1133
Sprott Physical Gold and Silver Trust
CEF
$8.52B
$4.98M 0.01%
135,765
-18,775
CHRW icon
1134
C.H. Robinson
CHRW
$18.6B
$4.98M 0.01%
37,589
-1,541
GIGB icon
1135
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$736M
$4.94M 0.01%
105,898
+3,290
XBJL icon
1136
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$126M
$4.94M 0.01%
132,020
+13,885
ZM icon
1137
Zoom
ZM
$25.7B
$4.94M 0.01%
59,854
+807
RWO icon
1138
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$4.93M 0.01%
107,702
-5,350
QEFA icon
1139
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$964M
$4.9M 0.01%
55,736
+461
CWB icon
1140
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.57B
$4.9M 0.01%
54,104
-284
ACEL icon
1141
Accel Entertainment
ACEL
$939M
$4.89M 0.01%
442,085
-4,269
RIG icon
1142
Transocean
RIG
$4.46B
$4.87M 0.01%
1,562,314
+1,505,755
CRCL
1143
Circle Internet Group
CRCL
$17.9B
$4.87M 0.01%
36,703
+32,451
ICSH icon
1144
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.73B
$4.86M 0.01%
95,690
+6,150
ENSG icon
1145
The Ensign Group
ENSG
$10.2B
$4.84M 0.01%
28,011
-1,576
BFAM icon
1146
Bright Horizons
BFAM
$5.88B
$4.84M 0.01%
44,589
+67
AHR icon
1147
American Healthcare REIT
AHR
$8.4B
$4.83M 0.01%
115,052
+2,178
QTUM icon
1148
Defiance Quantum ETF
QTUM
$3.11B
$4.81M 0.01%
45,864
+28,438
WSO icon
1149
Watsco Inc
WSO
$14B
$4.81M 0.01%
11,898
-2,513
EWY icon
1150
iShares MSCI South Korea ETF
EWY
$7.51B
$4.81M 0.01%
60,014
-12,648
44 45
46
47 48