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
XPND icon
2026
First Trust Expanded Technology ETF
XPND
$35.9M
$1.1M ﹤0.01%
30,292
+576
NBR icon
2027
Nabors Industries
NBR
$780M
$1.1M ﹤0.01%
26,885
-355
BBH icon
2028
VanEck Biotech ETF
BBH
$380M
$1.09M ﹤0.01%
6,592
-3,030
SNV icon
2029
Synovus
SNV
$7.34B
$1.09M ﹤0.01%
22,152
+569
BBUS icon
2030
JPMorgan BetaBuilders US Equity ETF
BBUS
$6.63B
$1.09M ﹤0.01%
9,011
-41
NDAA
2031
Ned Davis Research 360 Dynamic Allocation ETF
NDAA
$1.99M
$1.09M ﹤0.01%
50,089
CHWY icon
2032
Chewy
CHWY
$13.8B
$1.08M ﹤0.01%
26,799
-7,544
MFIC icon
2033
MidCap Financial Investment
MFIC
$1.1B
$1.08M ﹤0.01%
89,841
+349
TSN icon
2034
Tyson Foods
TSN
$21B
$1.08M ﹤0.01%
19,812
-381
VRSN icon
2035
VeriSign
VRSN
$22.4B
$1.07M ﹤0.01%
3,841
+181
HEDJ icon
2036
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.77B
$1.07M ﹤0.01%
21,259
-4,587
DT icon
2037
Dynatrace
DT
$13.4B
$1.07M ﹤0.01%
22,097
-4,452
WULF icon
2038
TeraWulf
WULF
$5.23B
$1.07M ﹤0.01%
93,516
+10,741
ICLR icon
2039
Icon
ICLR
$14.1B
$1.07M ﹤0.01%
6,102
-2,931
JPC icon
2040
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$1.07M ﹤0.01%
130,059
+981
THG icon
2041
Hanover Insurance
THG
$6.63B
$1.06M ﹤0.01%
5,857
-6,896
CPK icon
2042
Chesapeake Utilities
CPK
$3B
$1.06M ﹤0.01%
7,893
+1,965
XTEN icon
2043
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$761M
$1.06M ﹤0.01%
22,762
-1,178
PML
2044
PIMCO Municipal Income Fund II
PML
$503M
$1.06M ﹤0.01%
134,170
+3,084
IXG icon
2045
iShares Global Financials ETF
IXG
$647M
$1.06M ﹤0.01%
9,089
+995
PECO icon
2046
Phillips Edison & Co
PECO
$4.47B
$1.06M ﹤0.01%
30,863
+1,349
KVYO icon
2047
Klaviyo
KVYO
$8.71B
$1.06M ﹤0.01%
38,141
+3,283
PGF icon
2048
Invesco Financial Preferred ETF
PGF
$761M
$1.05M ﹤0.01%
72,091
-56
GNL icon
2049
Global Net Lease
GNL
$1.84B
$1.05M ﹤0.01%
129,526
+21,016
THO icon
2050
Thor Industries
THO
$5.36B
$1.05M ﹤0.01%
10,097
-5,200
80 81
82
83 84