HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
+$147M
2
+$111M
3
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

1
+$168M
2
+$93.5M
3
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
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
LNT icon
1376
Alliant Energy
LNT
$18.1B
$3.18M ﹤0.01%
47,139
+1,966
TEI
1377
Templeton Emerging Markets Income Fund
TEI
$286M
$3.16M ﹤0.01%
510,290
-250
WPC icon
1378
W.P. Carey
WPC
$15.2B
$3.16M ﹤0.01%
46,820
-9
KBWB icon
1379
Invesco KBW Bank ETF
KBWB
$5.11B
$3.16M ﹤0.01%
40,440
+12,439
GBIL icon
1380
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.33B
$3.16M ﹤0.01%
31,533
+143
UUUU icon
1381
Energy Fuels
UUUU
$4.27B
$3.16M ﹤0.01%
205,562
+68,933
NI icon
1382
NiSource
NI
$21.7B
$3.15M ﹤0.01%
72,817
+15,783
PAGP icon
1383
Plains GP Holdings
PAGP
$4.84B
$3.15M ﹤0.01%
172,778
-2,768
URA icon
1384
Global X Uranium ETF
URA
$6.5B
$3.14M ﹤0.01%
65,832
+13,203
BIP icon
1385
Brookfield Infrastructure Partners
BIP
$16.5B
$3.12M ﹤0.01%
94,821
-10,895
DFAU icon
1386
Dimensional US Core Equity Market ETF
DFAU
$10.1B
$3.11M ﹤0.01%
67,922
+32,481
BAI
1387
iShares A.I. Innovation and Tech Active ETF
BAI
$9B
$3.11M ﹤0.01%
90,911
+72,543
DRTS icon
1388
Alpha Tau Medical
DRTS
$607M
$3.1M ﹤0.01%
686,554
LRGE icon
1389
ClearBridge Large Cap Growth Select ETF
LRGE
$400M
$3.1M ﹤0.01%
37,131
+2,519
SHYM
1390
iShares Short Duration High Yield Muni Active ETF
SHYM
$520M
$3.09M ﹤0.01%
138,311
+10,483
IBTK icon
1391
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$817M
$3.09M ﹤0.01%
155,301
+9,938
BSMT icon
1392
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$253M
$3.08M ﹤0.01%
133,450
+21,649
CVLT icon
1393
Commault Systems
CVLT
$3.57B
$3.08M ﹤0.01%
16,296
-42
AEIS icon
1394
Advanced Energy
AEIS
$11.8B
$3.06M ﹤0.01%
18,008
+13,498
POR icon
1395
Portland General Electric
POR
$5.98B
$3.05M ﹤0.01%
69,379
+7,757
VTWV icon
1396
Vanguard Russell 2000 Value ETF
VTWV
$1.01B
$3.05M ﹤0.01%
19,580
-600
ROST icon
1397
Ross Stores
ROST
$69.3B
$3.05M ﹤0.01%
20,017
+917
HEFA icon
1398
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.72B
$3.05M ﹤0.01%
76,923
-15,180
CNQ icon
1399
Canadian Natural Resources
CNQ
$102B
$3.05M ﹤0.01%
95,310
-14,440
TPR icon
1400
Tapestry
TPR
$28.6B
$3.04M ﹤0.01%
26,892
-17,545
54 55
56
57 58