HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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 13.97%
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
GATX icon
1651
GATX Corp
GATX
$6.72B
$1.94M ﹤0.01%
11,108
+1,416
NXT icon
1652
Nextpower Inc
NXT
$18B
$1.92M ﹤0.01%
26,006
-7,692
HUM icon
1653
Humana
HUM
$23.3B
$1.92M ﹤0.01%
7,388
+692
RSPG icon
1654
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$544M
$1.92M ﹤0.01%
24,123
-57,284
SOBO
1655
South Bow Corp
SOBO
$6.08B
$1.92M ﹤0.01%
67,862
+5,081
HALO icon
1656
Halozyme
HALO
$9.55B
$1.92M ﹤0.01%
26,138
+8,007
DNL icon
1657
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$476M
$1.92M ﹤0.01%
47,301
+6,427
MMU
1658
Western Asset Managed Municipals Fund
MMU
$578M
$1.91M ﹤0.01%
185,111
APOC
1659
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$120M
$1.91M ﹤0.01%
73,720
AVTR icon
1660
Avantor
AVTR
$7.68B
$1.91M ﹤0.01%
152,736
+90,344
IESC icon
1661
IES Holdings
IESC
$9.08B
$1.91M ﹤0.01%
+4,793
GLXY
1662
Galaxy Digital Inc
GLXY
$3.81B
$1.9M ﹤0.01%
56,211
+40,488
CADE
1663
DELISTED
Cadence Bank
CADE
$1.9M ﹤0.01%
50,485
+4,563
SF icon
1664
Stifel
SF
$13.3B
$1.89M ﹤0.01%
16,696
+615
NJAN icon
1665
Innovator Growth-100 Power Buffer ETF January
NJAN
$351M
$1.89M ﹤0.01%
35,570
RITM icon
1666
Rithm Capital
RITM
$5.96B
$1.89M ﹤0.01%
165,609
+3,064
FDUS icon
1667
Fidus Investment
FDUS
$687M
$1.88M ﹤0.01%
93,028
+2,163
JBSS icon
1668
John B. Sanfilippo & Son
JBSS
$919M
$1.88M ﹤0.01%
29,292
+757
BSMP
1669
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$1.88M ﹤0.01%
76,515
+1,529
EDEN icon
1670
iShares MSCI Denmark ETF
EDEN
$211M
$1.87M ﹤0.01%
17,165
-296
FN icon
1671
Fabrinet
FN
$18.1B
$1.87M ﹤0.01%
5,127
+2,628
CAG icon
1672
Conagra Brands
CAG
$9.26B
$1.85M ﹤0.01%
101,187
-44,709
AVPT icon
1673
AvePoint
AVPT
$2.28B
$1.85M ﹤0.01%
123,394
-20,731
FJAN icon
1674
FT Vest US Equity Buffer ETF January
FJAN
$1.17B
$1.85M ﹤0.01%
36,880
-324
PRME icon
1675
Prime Medicine
PRME
$644M
$1.85M ﹤0.01%
333,755
+312,401
65 66
67
68 69