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
PGHY icon
1701
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$218M
$1.77M ﹤0.01%
88,778
+1,971
TLN
1702
Talen Energy Corp
TLN
$14.7B
$1.77M ﹤0.01%
4,166
+1,227
KOMP icon
1703
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.31B
$1.77M ﹤0.01%
28,460
+1,268
IGLD icon
1704
FT Vest Gold Strategy Target Income ETF
IGLD
$572M
$1.77M ﹤0.01%
73,878
-363
ITT icon
1705
ITT
ITT
$15.9B
$1.77M ﹤0.01%
9,886
+874
FDG icon
1706
American Century Focused Dynamic Growth ETF
FDG
$315M
$1.77M ﹤0.01%
14,662
+290
ARW icon
1707
Arrow Electronics
ARW
$7.13B
$1.76M ﹤0.01%
14,575
+68
TJAN
1708
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.3M
$1.76M ﹤0.01%
64,964
-377
ZOCT
1709
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$117M
$1.75M ﹤0.01%
65,833
QYLD icon
1710
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.85B
$1.74M ﹤0.01%
+102,499
AXIA
1711
AXIA Energia
AXIA
$24.1B
$1.74M ﹤0.01%
+221,946
TIPX icon
1712
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.84B
$1.74M ﹤0.01%
90,376
+12,911
ILCB icon
1713
iShares Morningstar US Equity ETF
ILCB
$1.09B
$1.74M ﹤0.01%
18,805
+3,173
ZBRA icon
1714
Zebra Technologies
ZBRA
$9.97B
$1.73M ﹤0.01%
5,834
-896
CRSP icon
1715
CRISPR Therapeutics
CRSP
$4.39B
$1.73M ﹤0.01%
26,726
-22,470
TR icon
1716
Tootsie Roll Industries
TR
$3.18B
$1.73M ﹤0.01%
41,270
-2,969
XONE icon
1717
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$746M
$1.73M ﹤0.01%
34,838
-23,068
WST icon
1718
West Pharmaceutical
WST
$17.5B
$1.72M ﹤0.01%
6,569
-2,249
CELH icon
1719
Celsius Holdings
CELH
$8.72B
$1.72M ﹤0.01%
29,924
-2,553
TUA icon
1720
Simplify Short Term Treasury Futures Strategy ETF
TUA
$649M
$1.72M ﹤0.01%
78,560
-711
CVNA icon
1721
Carvana
CVNA
$43.2B
$1.71M ﹤0.01%
4,545
+119
EYE icon
1722
National Vision
EYE
$2B
$1.71M ﹤0.01%
+58,652
PDD icon
1723
Pinduoduo
PDD
$142B
$1.71M ﹤0.01%
12,924
-1,665
BSTZ icon
1724
BlackRock Science and Technology Term Trust
BSTZ
$1.48B
$1.71M ﹤0.01%
77,079
-925
MAXJ
1725
iShares Large Cap Max Buffer Jun ETF
MAXJ
$146M
$1.71M ﹤0.01%
60,862
-12,728
67 68
69
70 71