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
FJP icon
1801
First Trust Japan AlphaDEX Fund
FJP
$207M
$1.53M ﹤0.01%
23,452
-624
FXR icon
1802
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.68B
$1.53M ﹤0.01%
19,556
-4,119
NUBD icon
1803
Nuveen ESG US Aggregate Bond ETF
NUBD
$450M
$1.53M ﹤0.01%
67,968
-1,513
IYC icon
1804
iShares US Consumer Discretionary ETF
IYC
$1.57B
$1.52M ﹤0.01%
14,542
+530
PCOR icon
1805
Procore
PCOR
$11.2B
$1.52M ﹤0.01%
20,886
+397
KGS icon
1806
Kodiak Gas Services
KGS
$3.04B
$1.52M ﹤0.01%
41,080
+7,232
DFIS icon
1807
Dimensional International Small Cap ETF
DFIS
$4.67B
$1.51M ﹤0.01%
47,785
+7,791
CPSL
1808
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$92.4M
$1.51M ﹤0.01%
56,252
+24,611
PFFA icon
1809
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.99B
$1.51M ﹤0.01%
69,334
+3,602
LIF
1810
Life360
LIF
$5.04B
$1.5M ﹤0.01%
14,150
+8,511
FHN icon
1811
First Horizon
FHN
$11.7B
$1.5M ﹤0.01%
66,417
+6,954
GAM
1812
General American Investors Company
GAM
$1.36B
$1.49M ﹤0.01%
24,016
+3,549
RYAN icon
1813
Ryan Specialty Holdings
RYAN
$6.82B
$1.49M ﹤0.01%
26,500
+2,413
GSBD icon
1814
Goldman Sachs BDC
GSBD
$1.12B
$1.49M ﹤0.01%
146,833
+26
AUB icon
1815
Atlantic Union Bankshares
AUB
$5.22B
$1.49M ﹤0.01%
42,287
+673
PB icon
1816
Prosperity Bancshares
PB
$6.79B
$1.49M ﹤0.01%
22,479
+407
IBTJ icon
1817
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$990M
$1.49M ﹤0.01%
67,715
+22,025
FWONK icon
1818
Liberty Media Series C
FWONK
$24B
$1.48M ﹤0.01%
14,216
-53
INSW icon
1819
International Seaways
INSW
$2.37B
$1.48M ﹤0.01%
32,199
-1,506
MARA icon
1820
Marathon Digital Holdings
MARA
$4.04B
$1.48M ﹤0.01%
81,146
-54,490
FFBC icon
1821
First Financial Bancorp
FFBC
$2.62B
$1.48M ﹤0.01%
58,616
+153
BNOV icon
1822
Innovator US Equity Buffer ETF November
BNOV
$225M
$1.48M ﹤0.01%
33,957
-100
WINN icon
1823
Harbor Long-Term Growers ETF
WINN
$1.07B
$1.48M ﹤0.01%
47,398
+13,402
OLED icon
1824
Universal Display
OLED
$5.6B
$1.48M ﹤0.01%
10,276
+4,318
ACI icon
1825
Albertsons Companies
ACI
$9.6B
$1.47M ﹤0.01%
84,020
+39,671
71 72
73
74 75