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
IVOL icon
1626
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$471M
$2.02M ﹤0.01%
105,005
-35,469
XTJL icon
1627
Innovator US Equity Accelerated Plus ETF July
XTJL
$18.3M
$2.02M ﹤0.01%
53,399
+10,701
HLN icon
1628
Haleon
HLN
$43.6B
$2.02M ﹤0.01%
225,407
-80,376
INMU icon
1629
BlackRock Intermediate Muni Income Bond ETF
INMU
$231M
$2.02M ﹤0.01%
84,410
-16,682
BEPC icon
1630
Brookfield Renewable
BEPC
$6.97B
$2.02M ﹤0.01%
58,576
-1,140
TDIV icon
1631
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.71B
$2.01M ﹤0.01%
20,410
-337
U icon
1632
Unity
U
$19.6B
$2.01M ﹤0.01%
50,225
+6,661
JTEK icon
1633
JPMorgan US Tech Leaders ETF
JTEK
$3.1B
$2.01M ﹤0.01%
21,849
+1,920
WING icon
1634
Wingstop
WING
$6.66B
$2.01M ﹤0.01%
7,977
+4,150
REGL icon
1635
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.73B
$2M ﹤0.01%
23,404
-127
IBND icon
1636
SPDR Bloomberg International Corporate Bond ETF
IBND
$386M
$1.99M ﹤0.01%
61,716
+63
EWBC icon
1637
East-West Bancorp
EWBC
$15.7B
$1.98M ﹤0.01%
18,594
+3,179
JGRW
1638
Jensen Quality Growth ETF
JGRW
$116M
$1.98M ﹤0.01%
72,534
+24,364
RNR icon
1639
RenaissanceRe
RNR
$12.5B
$1.98M ﹤0.01%
7,781
+439
PSKY
1640
Paramount Skydance Corp
PSKY
$15.3B
$1.97M ﹤0.01%
+104,238
PCEF icon
1641
Invesco CEF Income Composite ETF
PCEF
$849M
$1.97M ﹤0.01%
98,669
-4,578
FXL icon
1642
First Trust Technology AlphaDEX Fund
FXL
$1.43B
$1.97M ﹤0.01%
11,724
+14
QTEC icon
1643
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.93B
$1.97M ﹤0.01%
8,573
-1,278
CCAP icon
1644
Crescent Capital BDC
CCAP
$552M
$1.97M ﹤0.01%
137,997
+2,314
LCTU icon
1645
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.42B
$1.97M ﹤0.01%
27,100
-274
UCB
1646
United Community Banks
UCB
$3.93B
$1.97M ﹤0.01%
62,694
-299
FXN icon
1647
First Trust Energy AlphaDEX Fund
FXN
$273M
$1.95M ﹤0.01%
119,937
-3,969
GTN icon
1648
Gray Television
GTN
$531M
$1.95M ﹤0.01%
338,024
+215,847
H icon
1649
Hyatt Hotels
H
$15.7B
$1.95M ﹤0.01%
13,762
+1,928
CNC icon
1650
Centene
CNC
$20B
$1.95M ﹤0.01%
54,567
-15,361
64 65
66
67 68