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
PPLT icon
1826
abrdn Physical Platinum Shares ETF
PPLT
$2.39B
$1.47M ﹤0.01%
10,286
-2,467
QGRO icon
1827
American Century US Quality Growth ETF
QGRO
$2.14B
$1.47M ﹤0.01%
12,838
+213
BSMV icon
1828
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$146M
$1.47M ﹤0.01%
69,853
+7,217
WK icon
1829
Workiva
WK
$4.9B
$1.47M ﹤0.01%
17,024
-1,350
MTG icon
1830
MGIC Investment
MTG
$6.49B
$1.46M ﹤0.01%
51,622
+2,974
R icon
1831
Ryder
R
$7.65B
$1.46M ﹤0.01%
7,754
-4,547
STOT icon
1832
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$302M
$1.46M ﹤0.01%
30,810
-1,051
QQQI icon
1833
NEOS Nasdaq 100 High Income ETF
QQQI
$6.8B
$1.46M ﹤0.01%
26,877
+3,683
NTRA icon
1834
Natera
NTRA
$32.3B
$1.46M ﹤0.01%
9,040
-4,671
MTZ icon
1835
MasTec
MTZ
$17.4B
$1.45M ﹤0.01%
6,828
+588
EIS icon
1836
iShares MSCI Israel ETF
EIS
$570M
$1.45M ﹤0.01%
14,449
+7,957
YYY icon
1837
Amplify CEF High Income ETF
YYY
$658M
$1.45M ﹤0.01%
122,544
+4,444
TAK icon
1838
Takeda Pharmaceutical
TAK
$46.2B
$1.45M ﹤0.01%
98,842
+2,517
EDD
1839
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$361M
$1.45M ﹤0.01%
268,955
+2,307
AGNC icon
1840
AGNC Investment
AGNC
$11.1B
$1.45M ﹤0.01%
147,693
+24,556
PFG icon
1841
Principal Financial Group
PFG
$19.9B
$1.44M ﹤0.01%
17,413
+401
SLF icon
1842
Sun Life Financial
SLF
$33.7B
$1.44M ﹤0.01%
24,031
+5,341
BKGI icon
1843
BNY Mellon Global Infrastructure Income ETF
BKGI
$394M
$1.44M ﹤0.01%
37,030
+1,657
TKR icon
1844
Timken Company
TKR
$6.06B
$1.44M ﹤0.01%
19,165
+333
VITL icon
1845
Vital Farms
VITL
$1.55B
$1.44M ﹤0.01%
34,877
+127
CSTM icon
1846
Constellium
CSTM
$2.53B
$1.43M ﹤0.01%
96,421
+6,316
DCO icon
1847
Ducommun
DCO
$1.41B
$1.43M ﹤0.01%
14,899
+6
SYM icon
1848
Symbotic
SYM
$6.79B
$1.43M ﹤0.01%
26,556
-1,656
PEO
1849
Adams Natural Resources Fund
PEO
$584M
$1.43M ﹤0.01%
66,406
+325
UTF icon
1850
Cohen & Steers Infrastructure Fund
UTF
$2.35B
$1.43M ﹤0.01%
57,586
+2,950
72 73
74
75 76