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
AVSD icon
1226
Avantis Responsible International Equity ETF
AVSD
$396M
$4.14M ﹤0.01%
57,835
+10,708
JMOM icon
1227
JPMorgan US Momentum Factor ETF
JMOM
$1.72B
$4.13M ﹤0.01%
60,748
+1,501
CYBR icon
1228
CyberArk
CYBR
$22.9B
$4.12M ﹤0.01%
8,526
-5,758
ACWV icon
1229
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.3B
$4.12M ﹤0.01%
34,338
-1,041
LVS icon
1230
Las Vegas Sands
LVS
$45.7B
$4.09M ﹤0.01%
76,055
+22,151
EEMV icon
1231
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.71B
$4.09M ﹤0.01%
64,091
-2,833
MGC icon
1232
Vanguard Mega Cap 300 Index ETF
MGC
$9.04B
$4.08M ﹤0.01%
16,720
-135
GVI icon
1233
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$4.08M ﹤0.01%
37,945
+3,424
NFG icon
1234
National Fuel Gas
NFG
$7.34B
$4.07M ﹤0.01%
44,023
+3,418
KIM icon
1235
Kimco Realty
KIM
$13.7B
$4.06M ﹤0.01%
186,019
+33,963
FYX icon
1236
First Trust Small Cap Core AlphaDEX Fund
FYX
$941M
$4.06M ﹤0.01%
37,292
+73
SCCO icon
1237
Southern Copper
SCCO
$115B
$4.05M ﹤0.01%
33,677
+250
FREL icon
1238
Fidelity MSCI Real Estate Index ETF
FREL
$1.08B
$4.03M ﹤0.01%
145,080
-216
RIO icon
1239
Rio Tinto
RIO
$123B
$4.03M ﹤0.01%
61,017
+143
WTRG icon
1240
Essential Utilities
WTRG
$10.8B
$4.02M ﹤0.01%
100,720
+4,742
SFBS icon
1241
ServisFirst Bancshares
SFBS
$4.03B
$4.02M ﹤0.01%
49,881
-2,173
IDA icon
1242
Idacorp
IDA
$6.79B
$4.01M ﹤0.01%
30,367
+16,699
BDEC icon
1243
Innovator US Equity Buffer ETF December
BDEC
$203M
$4M ﹤0.01%
83,513
-3,290
QTJL icon
1244
Innovator Growth Accelerated Plus ETF July
QTJL
$25.3M
$3.98M ﹤0.01%
104,146
+8,539
ELM
1245
Elm Market Navigator ETF
ELM
$504M
$3.97M ﹤0.01%
145,335
+79,052
SPYD icon
1246
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.32B
$3.97M ﹤0.01%
90,229
+5,373
NPAC
1247
New Providence Acquisition Corp III
NPAC
$394M
$3.96M ﹤0.01%
389,393
+252,683
SCHH icon
1248
Schwab US REIT ETF
SCHH
$8.51B
$3.92M ﹤0.01%
181,947
+6,152
HBM icon
1249
Hudbay
HBM
$7.36B
$3.92M ﹤0.01%
258,606
+24,451
ZSEP
1250
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$144M
$3.9M ﹤0.01%
147,344
+49,645
48 49
50
51 52