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
NMRK icon
2051
Newmark Group
NMRK
$3.13B
$1.05M ﹤0.01%
56,114
+24,207
HYDB icon
2052
iShares High Yield Systematic Bond ETF
HYDB
$1.65B
$1.04M ﹤0.01%
21,799
+136
PTF icon
2053
Invesco Dorsey Wright Technology Momentum ETF
PTF
$371M
$1.04M ﹤0.01%
13,915
-849
TMFC icon
2054
Motley Fool 100 Index ETF
TMFC
$1.87B
$1.04M ﹤0.01%
14,736
+715
MTBA icon
2055
Simplify MBS ETF
MTBA
$1.66B
$1.04M ﹤0.01%
20,627
+1,036
WEST icon
2056
Westrock Coffee
WEST
$447M
$1.04M ﹤0.01%
213,528
-250
NUV icon
2057
Nuveen Municipal Value Fund
NUV
$1.88B
$1.04M ﹤0.01%
115,478
+10,473
SMIN icon
2058
iShares MSCI India Small-Cap ETF
SMIN
$773M
$1.04M ﹤0.01%
14,448
-43,441
FEGE
2059
First Eagle Global Equity ETF
FEGE
$818M
$1.03M ﹤0.01%
23,396
-4,559
ALV icon
2060
Autoliv
ALV
$9.22B
$1.03M ﹤0.01%
8,363
+424
FOF icon
2061
Cohen & Steers Closed End Opportunity Fund
FOF
$359M
$1.03M ﹤0.01%
79,175
-3,878
ACLX icon
2062
Arcellx
ACLX
$4.16B
$1.03M ﹤0.01%
12,560
+18
BSMQ icon
2063
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$302M
$1.03M ﹤0.01%
43,618
+8,161
BLV icon
2064
Vanguard Long-Term Bond ETF
BLV
$5.74B
$1.03M ﹤0.01%
14,540
-3,427
PWV icon
2065
Invesco Large Cap Value ETF
PWV
$1.28B
$1.03M ﹤0.01%
15,772
-443
TUR icon
2066
iShares MSCI Turkey ETF
TUR
$203M
$1.03M ﹤0.01%
+30,018
CGNX icon
2067
Cognex
CGNX
$5.83B
$1.03M ﹤0.01%
22,676
-156
IPAC icon
2068
iShares Core MSCI Pacific ETF
IPAC
$1.99B
$1.03M ﹤0.01%
13,985
+315
LAD icon
2069
Lithia Motors
LAD
$8.35B
$1.03M ﹤0.01%
3,250
+1,858
MLPX icon
2070
Global X MLP & Energy Infrastructure ETF
MLPX
$2.58B
$1.02M ﹤0.01%
16,340
+10,843
IGE icon
2071
iShares North American Natural Resources ETF
IGE
$649M
$1.02M ﹤0.01%
20,890
+399
QCLN icon
2072
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$543M
$1.02M ﹤0.01%
24,417
-754
GJAN icon
2073
FT Vest US Equity Moderate Buffer ETF January
GJAN
$346M
$1.02M ﹤0.01%
24,541
MOO icon
2074
VanEck Agribusiness ETF
MOO
$593M
$1.02M ﹤0.01%
13,895
+939
IYT icon
2075
iShares US Transportation ETF
IYT
$939M
$1.02M ﹤0.01%
14,229
-437
81 82
83
84 85