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
SHLD icon
1726
Global X Defense Tech ETF
SHLD
$7.98B
$1.7M ﹤0.01%
24,253
+9,642
ORI icon
1727
Old Republic International
ORI
$9.69B
$1.69M ﹤0.01%
39,903
+4,069
WD icon
1728
Walker & Dunlop
WD
$1.47B
$1.69M ﹤0.01%
20,245
+209
CBZ icon
1729
CBIZ
CBZ
$1.44B
$1.69M ﹤0.01%
31,887
+64
FLR icon
1730
Fluor
FLR
$6.55B
$1.69M ﹤0.01%
40,103
-38,241
FPXI icon
1731
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$152M
$1.69M ﹤0.01%
28,146
-2,337
DUSB icon
1732
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.81B
$1.68M ﹤0.01%
33,179
+10,562
GTLB icon
1733
GitLab
GTLB
$3.46B
$1.68M ﹤0.01%
37,308
+28,866
EMHC icon
1734
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$241M
$1.68M ﹤0.01%
66,710
+10,403
ISHG icon
1735
iShares 1-3 Year International Treasury Bond ETF
ISHG
$764M
$1.68M ﹤0.01%
+22,049
COPJ icon
1736
Sprott Junior Copper Miners ETF
COPJ
$156M
$1.68M ﹤0.01%
52,742
ICLN icon
1737
iShares Global Clean Energy ETF
ICLN
$2.08B
$1.68M ﹤0.01%
108,424
+23,217
LNC icon
1738
Lincoln National
LNC
$6.5B
$1.68M ﹤0.01%
41,614
+7,308
FEOE
1739
First Eagle Overseas Equity ETF
FEOE
$883M
$1.68M ﹤0.01%
36,365
+8,286
GEL icon
1740
Genesis Energy
GEL
$2.18B
$1.68M ﹤0.01%
100,348
-1,930
FUTU icon
1741
Futu Holdings
FUTU
$18.6B
$1.68M ﹤0.01%
9,637
-27,769
DBEF icon
1742
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.07B
$1.67M ﹤0.01%
36,012
-920
CF icon
1743
CF Industries
CF
$21B
$1.67M ﹤0.01%
18,576
+948
CALI
1744
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$285M
$1.66M ﹤0.01%
32,800
+16,373
PCG icon
1745
PG&E
PCG
$37.7B
$1.66M ﹤0.01%
110,191
-118,910
EQH icon
1746
Equitable Holdings
EQH
$9.94B
$1.66M ﹤0.01%
32,680
+1,248
THRO
1747
iShares U.S. Thematic Rotation Active ETF
THRO
$7.07B
$1.66M ﹤0.01%
43,782
+3,471
IWLG icon
1748
IQ Winslow Large Cap Growth ETF
IWLG
$579M
$1.65M ﹤0.01%
+30,753
BFC icon
1749
Bank First Corp
BFC
$1.48B
$1.65M ﹤0.01%
13,627
IQV icon
1750
IQVIA
IQV
$27.5B
$1.65M ﹤0.01%
8,701
+2,019
68 69
70
71 72