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
SIXL icon
101
ETC 6 Meridian Low Beta Equity ETF
SIXL
$188M
$191M 0.22%
5,145,391
+35,013
SPMD icon
102
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.9B
$191M 0.22%
3,332,046
+125,678
MUB icon
103
iShares National Muni Bond ETF
MUB
$41.5B
$187M 0.21%
1,754,456
+24,457
CMI icon
104
Cummins
CMI
$70.5B
$186M 0.21%
440,623
+14,880
GILD icon
105
Gilead Sciences
GILD
$150B
$186M 0.21%
1,675,797
+13,374
AVDE icon
106
Avantis International Equity ETF
AVDE
$11.1B
$186M 0.21%
2,355,590
-10,441
NEE icon
107
NextEra Energy
NEE
$173B
$185M 0.21%
2,444,191
+45,264
LOW icon
108
Lowe's Companies
LOW
$139B
$182M 0.21%
722,293
-7,429
AVUS icon
109
Avantis US Equity ETF
AVUS
$10.4B
$180M 0.2%
1,659,090
+21,152
JEPI icon
110
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$180M 0.2%
3,146,050
-38,688
MO icon
111
Altria Group
MO
$97.3B
$179M 0.2%
2,704,860
+47,340
IWB icon
112
iShares Russell 1000 ETF
IWB
$45.7B
$174M 0.2%
477,372
-19,801
TMUS icon
113
T-Mobile US
TMUS
$234B
$172M 0.2%
717,794
-3,258
SHW icon
114
Sherwin-Williams
SHW
$82.6B
$170M 0.19%
491,429
-2,828
VBR icon
115
Vanguard Small-Cap Value ETF
VBR
$32.1B
$170M 0.19%
815,198
-6,333
AVEM icon
116
Avantis Emerging Markets Equity ETF
AVEM
$15.3B
$170M 0.19%
2,263,581
+126,853
PLPC icon
117
Preformed Line Products
PLPC
$1.07B
$170M 0.19%
866,072
DFIC icon
118
Dimensional International Core Equity 2 ETF
DFIC
$11.5B
$167M 0.19%
5,099,084
+11,978
VGIT icon
119
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
$165M 0.19%
2,754,590
+168,378
SYK icon
120
Stryker
SYK
$139B
$164M 0.19%
444,103
+16,233
VGK icon
121
Vanguard FTSE Europe ETF
VGK
$28.6B
$161M 0.18%
2,015,966
+67,511
TXN icon
122
Texas Instruments
TXN
$166B
$159M 0.18%
865,101
+26,873
DFIV icon
123
Dimensional International Value ETF
DFIV
$15.1B
$157M 0.18%
3,408,794
+37,776
SCHD icon
124
Schwab US Dividend Equity ETF
SCHD
$71.5B
$155M 0.18%
5,684,538
+33,472
AXP icon
125
American Express
AXP
$255B
$154M 0.18%
463,972
+15,934
3 4
5
6 7