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
ISCG icon
1301
iShares Morningstar Small-Cap Growth ETF
ISCG
$804M
$3.57M ﹤0.01%
65,788
-923
ARKB icon
1302
ARK 21Shares Bitcoin ETF
ARKB
$1.4B
$3.56M ﹤0.01%
93,527
+3,191
IJAN icon
1303
Innovator International Developed Power Buffer ETF January
IJAN
$158M
$3.55M ﹤0.01%
100,930
-223,741
USHY icon
1304
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$3.54M ﹤0.01%
93,717
-109,464
DGRE icon
1305
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$139M
$3.54M ﹤0.01%
123,390
+13,782
GXC icon
1306
SPDR S&P China ETF
GXC
$487M
$3.53M ﹤0.01%
33,620
+21
SOFI icon
1307
SoFi Technologies
SOFI
$33B
$3.52M ﹤0.01%
133,303
-42,024
CRDO icon
1308
Credo Technology Group
CRDO
$25.2B
$3.51M ﹤0.01%
24,127
-16,954
FERG icon
1309
Ferguson
FERG
$45B
$3.51M ﹤0.01%
15,633
+212
FLDR icon
1310
Fidelity Low Duration Bond Factor ETF
FLDR
$1.19B
$3.51M ﹤0.01%
69,918
-795
BSEP icon
1311
Innovator US Equity Buffer ETF September
BSEP
$244M
$3.51M ﹤0.01%
72,667
+7,692
JHML icon
1312
John Hancock Multifactor Large Cap ETF
JHML
$1.03B
$3.51M ﹤0.01%
44,753
+2,165
SMCI icon
1313
Super Micro Computer
SMCI
$18.7B
$3.5M ﹤0.01%
73,038
+6,627
OCSL icon
1314
Oaktree Specialty Lending
OCSL
$1.13B
$3.5M ﹤0.01%
267,909
+135,662
TEVA icon
1315
Teva Pharmaceuticals
TEVA
$34.6B
$3.49M ﹤0.01%
172,802
+108,311
BURL icon
1316
Burlington
BURL
$16.5B
$3.48M ﹤0.01%
13,693
+3,069
CPB icon
1317
Campbell Soup
CPB
$8.57B
$3.48M ﹤0.01%
110,339
+87,405
MPWR icon
1318
Monolithic Power Systems
MPWR
$45.4B
$3.48M ﹤0.01%
3,778
-597
ARB icon
1319
AltShares Merger Arbitrage ETF
ARB
$98.6M
$3.47M ﹤0.01%
119,577
+12,480
JMTG
1320
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.35B
$3.46M ﹤0.01%
+67,885
XNTK icon
1321
State Street SPDR NYSE Technology ETF
XNTK
$1.46B
$3.46M ﹤0.01%
12,716
-196
FSK icon
1322
FS KKR Capital
FSK
$4.24B
$3.46M ﹤0.01%
231,821
+13,228
NGG icon
1323
National Grid
NGG
$75.1B
$3.46M ﹤0.01%
47,624
+6,466
CLOZ icon
1324
Panagram BBB-B CLO ETF
CLOZ
$761M
$3.46M ﹤0.01%
129,016
+10,247
ESS icon
1325
Essex Property Trust
ESS
$16.4B
$3.46M ﹤0.01%
12,919
+49
51 52
53
54 55