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
IBTF icon
1151
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.44B
$4.8M 0.01%
205,345
-7,898
CTRA icon
1152
Coterra Energy
CTRA
$20B
$4.78M 0.01%
202,191
+93,517
THEQ
1153
T. Rowe Price Hedged Equity ETF
THEQ
$23.9M
$4.76M 0.01%
+170,963
MMYT icon
1154
MakeMyTrip
MMYT
$7.86B
$4.72M 0.01%
50,466
+8,386
KYN icon
1155
Kayne Anderson Energy Infrastructure Fund
KYN
$2.05B
$4.71M 0.01%
380,549
+57,029
VTWO icon
1156
Vanguard Russell 2000 ETF
VTWO
$13.9B
$4.69M 0.01%
47,973
+1,378
PUSH
1157
PGIM Ultra Short Municipal Bond ETF
PUSH
$46.6M
$4.69M 0.01%
+92,803
WZRD
1158
Opportunistic Trader ETF
WZRD
$18.6M
$4.69M 0.01%
200,000
FXF icon
1159
Invesco CurrencyShares Swiss Franc Trust
FXF
$394M
$4.68M 0.01%
42,043
+238
ENVX icon
1160
Enovix
ENVX
$1.7B
$4.66M 0.01%
467,731
+47,233
FNDA icon
1161
Schwab Fundamental US Small Company Index ETF
FNDA
$9.14B
$4.65M 0.01%
149,221
-2,334
MCHP icon
1162
Microchip Technology
MCHP
$36.3B
$4.65M 0.01%
72,376
-10,374
TOPT
1163
iShares Top 20 U.S. Stocks ETF
TOPT
$454M
$4.64M 0.01%
152,371
-185,749
GLNG icon
1164
Golar LNG
GLNG
$3.79B
$4.64M 0.01%
114,786
+106,816
XSD icon
1165
State Street SPDR S&P Semiconductor ETF
XSD
$1.61B
$4.63M 0.01%
14,517
-94
MSM icon
1166
MSC Industrial Direct
MSM
$4.84B
$4.63M 0.01%
50,271
+1,041
SPSB icon
1167
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.4B
$4.62M 0.01%
152,690
-46,824
ETY icon
1168
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.43B
$4.61M 0.01%
289,824
-8,488
ETH
1169
Grayscale Ethereum Mini Trust ETF
ETH
$2.17B
$4.6M 0.01%
117,491
+54,167
MGM icon
1170
MGM Resorts International
MGM
$10.2B
$4.6M 0.01%
132,770
-1,317
NNI icon
1171
Nelnet
NNI
$4.78B
$4.6M 0.01%
36,689
-10,953
ARWR icon
1172
Arrowhead Research
ARWR
$9.3B
$4.58M 0.01%
132,889
+8,948
TTD icon
1173
Trade Desk
TTD
$17.5B
$4.58M 0.01%
93,481
-935
HDEF icon
1174
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.22B
$4.58M 0.01%
155,517
-4,718
IBTO icon
1175
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$422M
$4.56M 0.01%
184,807
+25,398
45 46
47
48 49