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
LDRC
1401
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$68.9M
$3.04M ﹤0.01%
120,017
+42,516
PTRB icon
1402
PGIM Total Return Bond ETF
PTRB
$858M
$3.03M ﹤0.01%
71,828
-4,902
EWP icon
1403
iShares MSCI Spain ETF
EWP
$1.68B
$3.03M ﹤0.01%
61,223
+1,450
BF.B icon
1404
Brown-Forman Class B
BF.B
$11.8B
$3.03M ﹤0.01%
111,755
+6,595
EWD icon
1405
iShares MSCI Sweden ETF
EWD
$295M
$3.02M ﹤0.01%
64,000
+3,249
GPN icon
1406
Global Payments
GPN
$19.3B
$3.01M ﹤0.01%
36,264
+3,461
EMN icon
1407
Eastman Chemical
EMN
$8.29B
$3.01M ﹤0.01%
47,788
+14,294
RJF icon
1408
Raymond James Financial
RJF
$28.4B
$3.01M ﹤0.01%
17,435
+32
TBH
1409
Brag House Holdings
TBH
$5.97M
$3.01M ﹤0.01%
1,902,728
+1,323,052
EZU icon
1410
iShare MSCI Eurozone ETF
EZU
$9.09B
$3M ﹤0.01%
48,492
-25,330
SXT icon
1411
Sensient Technologies
SXT
$3.7B
$3M ﹤0.01%
31,981
+1,766
BNL icon
1412
Broadstone Net Lease
BNL
$3.58B
$2.99M ﹤0.01%
167,517
-14,476
CLSK icon
1413
CleanSpark
CLSK
$2.38B
$2.99M ﹤0.01%
206,298
+160,650
EWW icon
1414
iShares MSCI Mexico ETF
EWW
$2.19B
$2.99M ﹤0.01%
43,794
+17,132
NWG icon
1415
NatWest
NWG
$57B
$2.98M ﹤0.01%
210,894
+21,387
GRBK icon
1416
Green Brick Partners
GRBK
$2.72B
$2.98M ﹤0.01%
+40,279
CAVA icon
1417
CAVA Group
CAVA
$9.18B
$2.96M ﹤0.01%
49,050
+247
SCHI icon
1418
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.2B
$2.96M ﹤0.01%
128,318
+7,075
MISL icon
1419
First Trust Indxx Aerospace & Defense ETF
MISL
$1.45B
$2.96M ﹤0.01%
71,365
+47,265
CNA icon
1420
CNA Financial
CNA
$12.4B
$2.96M ﹤0.01%
63,629
-76
WDC icon
1421
Western Digital
WDC
$92.7B
$2.95M ﹤0.01%
24,593
-16,925
VTR icon
1422
Ventas
VTR
$39.3B
$2.95M ﹤0.01%
42,092
+182
BKLN icon
1423
Invesco Senior Loan ETF
BKLN
$5.88B
$2.94M ﹤0.01%
140,669
+12,949
USDU icon
1424
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$410M
$2.92M ﹤0.01%
110,651
-59,760
NVT icon
1425
nVent Electric
NVT
$19.2B
$2.92M ﹤0.01%
29,592
-3,635
55 56
57
58 59