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
PFM icon
1676
Invesco Dividend Achievers ETF
PFM
$750M
$1.85M ﹤0.01%
36,433
+132
BSMR icon
1677
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$296M
$1.84M ﹤0.01%
77,922
+2,535
INGR icon
1678
Ingredion
INGR
$7.14B
$1.84M ﹤0.01%
15,070
+276
CFR icon
1679
Cullen/Frost Bankers
CFR
$8.26B
$1.83M ﹤0.01%
14,462
+1,306
IVOG icon
1680
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.37B
$1.83M ﹤0.01%
15,343
+455
ESE icon
1681
ESCO Technologies
ESE
$5.28B
$1.83M ﹤0.01%
8,680
+222
PSFF icon
1682
Pacer Swan SOS Fund of Funds ETF
PSFF
$539M
$1.83M ﹤0.01%
57,961
-2,107
IHF icon
1683
iShares US Healthcare Providers ETF
IHF
$777M
$1.83M ﹤0.01%
36,973
-10,251
TMDX icon
1684
Transmedics
TMDX
$4.33B
$1.82M ﹤0.01%
16,237
-2,909
NLY icon
1685
Annaly Capital Management
NLY
$15.1B
$1.81M ﹤0.01%
89,725
-16,952
AFG icon
1686
American Financial Group
AFG
$11.4B
$1.81M ﹤0.01%
12,439
-193
TYL icon
1687
Tyler Technologies
TYL
$19.6B
$1.81M ﹤0.01%
3,462
-367
WBS icon
1688
Webster Financial
WBS
$10.3B
$1.81M ﹤0.01%
30,484
+2,748
PWZ icon
1689
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.09B
$1.81M ﹤0.01%
75,750
+12,591
TXRH icon
1690
Texas Roadhouse
TXRH
$11.1B
$1.81M ﹤0.01%
10,889
+103
FLS icon
1691
Flowserve
FLS
$9.09B
$1.81M ﹤0.01%
34,012
+3,003
CCK icon
1692
Crown Holdings
CCK
$11.3B
$1.8M ﹤0.01%
18,652
+6,109
BPOP icon
1693
Popular Inc
BPOP
$8.07B
$1.8M ﹤0.01%
14,142
-302
IDU icon
1694
iShares US Utilities ETF
IDU
$1.76B
$1.79M ﹤0.01%
16,177
-289
FLJP icon
1695
Franklin FTSE Japan ETF
FLJP
$2.62B
$1.79M ﹤0.01%
51,838
-299
ATR icon
1696
AptarGroup
ATR
$7.97B
$1.78M ﹤0.01%
13,351
-1,313
AOR icon
1697
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.03B
$1.78M ﹤0.01%
27,655
+1,602
IAUG
1698
Innovator International Developed Power Buffer ETF - August
IAUG
$74.2M
$1.78M ﹤0.01%
+63,866
AOCT
1699
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$72.1M
$1.78M ﹤0.01%
67,669
+203
HUBS icon
1700
HubSpot
HUBS
$19.7B
$1.77M ﹤0.01%
3,792
-237
66 67
68
69 70