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
STIM icon
1776
Neuronetics
STIM
$89.4M
$1.58M ﹤0.01%
577,069
+417,087
GDV icon
1777
Gabelli Dividend & Income Trust
GDV
$2.31B
$1.57M ﹤0.01%
58,029
-3,698
AU icon
1778
AngloGold Ashanti
AU
$45B
$1.57M ﹤0.01%
22,344
-3,093
FFIV icon
1779
F5
FFIV
$15.9B
$1.57M ﹤0.01%
+4,862
EXE
1780
Expand Energy Corp
EXE
$27.3B
$1.57M ﹤0.01%
14,784
-679
STE icon
1781
Steris
STE
$21.5B
$1.57M ﹤0.01%
6,341
-946
KEX icon
1782
Kirby Corp
KEX
$7.19B
$1.57M ﹤0.01%
18,786
-1,138
TRI icon
1783
Thomson Reuters
TRI
$39.7B
$1.56M ﹤0.01%
10,068
-1,127
PRFD icon
1784
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$203M
$1.56M ﹤0.01%
30,186
+197
FJUL icon
1785
FT Vest US Equity Buffer ETF July
FJUL
$1.14B
$1.56M ﹤0.01%
28,475
+18,761
USFD icon
1786
US Foods
USFD
$20B
$1.56M ﹤0.01%
20,335
-439
RSPF icon
1787
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$256M
$1.56M ﹤0.01%
19,997
-253
RHI icon
1788
Robert Half
RHI
$2.51B
$1.56M ﹤0.01%
45,769
+3,998
CLH icon
1789
Clean Harbors
CLH
$14.8B
$1.55M ﹤0.01%
6,678
+2,051
AIZ icon
1790
Assurant
AIZ
$10.6B
$1.55M ﹤0.01%
7,142
+6,127
BST icon
1791
BlackRock Science and Technology Trust
BST
$1.22B
$1.54M ﹤0.01%
37,338
+1,925
KNSL icon
1792
Kinsale Capital Group
KNSL
$7.58B
$1.54M ﹤0.01%
3,619
-405
BILI icon
1793
Bilibili
BILI
$9.1B
$1.54M ﹤0.01%
+54,667
ADC icon
1794
Agree Realty
ADC
$8.93B
$1.54M ﹤0.01%
21,610
+405
IHG icon
1795
InterContinental Hotels
IHG
$19.4B
$1.53M ﹤0.01%
12,639
+1,091
EWZ icon
1796
iShares MSCI Brazil ETF
EWZ
$9.33B
$1.53M ﹤0.01%
49,422
+11,520
INCY icon
1797
Incyte
INCY
$18B
$1.53M ﹤0.01%
18,057
+3,629
ISCB icon
1798
iShares Morningstar Small-Cap ETF
ISCB
$242M
$1.53M ﹤0.01%
24,138
-77
UDR icon
1799
UDR
UDR
$11B
$1.53M ﹤0.01%
41,083
-3,532
FSIG icon
1800
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.48B
$1.53M ﹤0.01%
79,649
-28
70 71
72
73 74