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
IQDF icon
1476
FlexShares International Quality Dividend Index Fund
IQDF
$922M
$2.68M ﹤0.01%
93,843
-1,767
NDMO icon
1477
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$607M
$2.67M ﹤0.01%
257,287
-13,966
MLPA icon
1478
Global X MLP ETF
MLPA
$1.83B
$2.67M ﹤0.01%
55,150
-1,957
PKW icon
1479
Invesco BuyBack Achievers ETF
PKW
$1.54B
$2.67M ﹤0.01%
20,129
-97
PSTL
1480
Postal Realty Trust
PSTL
$403M
$2.66M ﹤0.01%
169,518
EWI icon
1481
iShares MSCI Italy ETF
EWI
$705M
$2.66M ﹤0.01%
51,144
+1,609
IR icon
1482
Ingersoll Rand
IR
$32.3B
$2.65M ﹤0.01%
32,038
-1,076
ARLP icon
1483
Alliance Resource Partners
ARLP
$3.1B
$2.63M ﹤0.01%
104,151
-14,443
GSAT icon
1484
Globalstar
GSAT
$9.26B
$2.62M ﹤0.01%
71,880
+546
XSW icon
1485
State Street SPDR S&P Software & Services ETF
XSW
$433M
$2.61M ﹤0.01%
13,205
-431
ARKG icon
1486
ARK Genomic Revolution ETF
ARKG
$1.28B
$2.61M ﹤0.01%
93,991
+4,288
SUSB icon
1487
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.05B
$2.6M ﹤0.01%
102,540
+4,443
TEAM icon
1488
Atlassian
TEAM
$42.6B
$2.59M ﹤0.01%
16,248
-2,797
RVT icon
1489
Royce Value Trust
RVT
$1.93B
$2.59M ﹤0.01%
160,802
+2,839
NLR icon
1490
VanEck Uranium + Nuclear Energy ETF
NLR
$3.56B
$2.58M ﹤0.01%
19,038
+4,297
TAXF icon
1491
American Century Diversified Municipal Bond ETF
TAXF
$536M
$2.57M ﹤0.01%
51,252
+467
FTGC icon
1492
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.13B
$2.57M ﹤0.01%
99,294
+382
DHS icon
1493
WisdomTree US High Dividend Fund
DHS
$1.32B
$2.57M ﹤0.01%
25,513
+1,541
TRML
1494
DELISTED
Tourmaline Bio
TRML
$2.55M ﹤0.01%
53,418
+11,073
KAUG
1495
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$133M
$2.55M ﹤0.01%
98,154
-9,982
BXMT icon
1496
Blackstone Mortgage Trust
BXMT
$3.43B
$2.55M ﹤0.01%
138,379
+8,057
IREN icon
1497
Iris Energy
IREN
$10.2B
$2.53M ﹤0.01%
+54,010
BBN icon
1498
BlackRock Taxable Municipal Bond Trust
BBN
$1.05B
$2.53M ﹤0.01%
152,682
+2,022
UTES icon
1499
Virtus Reaves Utilities ETF
UTES
$1.41B
$2.53M ﹤0.01%
30,366
+332
INFY icon
1500
Infosys
INFY
$71.9B
$2.53M ﹤0.01%
155,367
+35,598
58 59
60
61 62