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
K
1876
DELISTED
Kellanova
K
$1.37M ﹤0.01%
16,643
+3,051
LUMN icon
1877
Lumen
LUMN
$6.83B
$1.36M ﹤0.01%
222,381
+9,971
BSMS icon
1878
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$281M
$1.36M ﹤0.01%
58,117
+5,055
UFO icon
1879
Procure Space ETF
UFO
$352M
$1.36M ﹤0.01%
38,132
+26,054
OLLI icon
1880
Ollie's Bargain Outlet
OLLI
$5.44B
$1.35M ﹤0.01%
10,512
-1,766
BALT icon
1881
Innovator Defined Wealth Shield ETF
BALT
$2.18B
$1.35M ﹤0.01%
41,112
+1,071
IAK icon
1882
iShares US Insurance ETF
IAK
$370M
$1.35M ﹤0.01%
10,060
+995
ROAD icon
1883
Construction Partners
ROAD
$6.16B
$1.35M ﹤0.01%
10,611
-15,399
SOXL icon
1884
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$10.2B
$1.35M ﹤0.01%
38,677
+12,319
DVA icon
1885
DaVita
DVA
$10.3B
$1.34M ﹤0.01%
10,116
-699
LDRI
1886
iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
$13.2M
$1.34M ﹤0.01%
52,263
+16,503
IDCC icon
1887
InterDigital
IDCC
$7.74B
$1.34M ﹤0.01%
3,880
-1,307
ESQ icon
1888
Esquire Financial Holdings
ESQ
$920M
$1.34M ﹤0.01%
13,124
+11
HCMA
1889
HCM III Acquisition Corp
HCMA
$340M
$1.34M ﹤0.01%
+132,517
KRP icon
1890
Kimbell Royalty Partners
KRP
$1.39B
$1.34M ﹤0.01%
99,260
+10,619
BOIL icon
1891
ProShares Ultra Bloomberg Natural Gas
BOIL
$76.4M
$1.34M ﹤0.01%
+44,555
NUSC icon
1892
Nuveen ESG Small-Cap ETF
NUSC
$1.13B
$1.33M ﹤0.01%
30,265
-863
DFAW icon
1893
Dimensional World Equity ETF
DFAW
$1.1B
$1.33M ﹤0.01%
18,559
-501
XPO icon
1894
XPO
XPO
$22.1B
$1.33M ﹤0.01%
10,288
+376
WYNN icon
1895
Wynn Resorts
WYNN
$10B
$1.33M ﹤0.01%
10,351
-4,126
NYT icon
1896
New York Times
NYT
$13.4B
$1.33M ﹤0.01%
23,140
+2,585
BJ icon
1897
BJs Wholesale Club
BJ
$12.9B
$1.33M ﹤0.01%
14,236
-19,637
KOCT icon
1898
Innovator US Small Cap Power Buffer ETF October
KOCT
$134M
$1.33M ﹤0.01%
40,195
NBIX icon
1899
Neurocrine Biosciences
NBIX
$12.9B
$1.33M ﹤0.01%
9,449
-214
PKB icon
1900
Invesco Building & Construction ETF
PKB
$399M
$1.33M ﹤0.01%
13,864
+8,115
74 75
76
77 78