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
SEIC icon
2101
SEI Investments
SEIC
$10.2B
$982K ﹤0.01%
11,576
-155
GFEB icon
2102
FT Vest US Equity Moderate Buffer ETF February
GFEB
$303M
$980K ﹤0.01%
24,157
TQQQ icon
2103
ProShares UltraPro QQQ
TQQQ
$28.9B
$979K ﹤0.01%
18,940
+2,748
GTY
2104
Getty Realty Corp
GTY
$1.66B
$978K ﹤0.01%
36,457
-20,385
ROBO icon
2105
ROBO Global Robotics & Automation Index ETF
ROBO
$1.28B
$976K ﹤0.01%
14,883
-560
JVAL icon
2106
JPMorgan US Value Factor ETF
JVAL
$587M
$975K ﹤0.01%
20,531
AN icon
2107
AutoNation
AN
$7.5B
$975K ﹤0.01%
4,457
+83
PIPR icon
2108
Piper Sandler
PIPR
$5.88B
$973K ﹤0.01%
2,805
+188
GRC icon
2109
Gorman-Rupp
GRC
$1.33B
$970K ﹤0.01%
20,897
+2,333
GRAL
2110
GRAIL Inc
GRAL
$3.58B
$967K ﹤0.01%
16,345
+1,500
AOS icon
2111
A.O. Smith
AOS
$9.5B
$966K ﹤0.01%
13,164
+1,272
BTT icon
2112
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
$966K ﹤0.01%
43,009
-2,183
HRB icon
2113
H&R Block
HRB
$5.48B
$965K ﹤0.01%
19,072
+4,109
CLF icon
2114
Cleveland-Cliffs
CLF
$7.45B
$960K ﹤0.01%
78,666
+6,199
SMOT icon
2115
VanEck Morningstar SMID Moat ETF
SMOT
$364M
$960K ﹤0.01%
26,594
+1,846
XRT icon
2116
State Street SPDR S&P Retail ETF
XRT
$534M
$960K ﹤0.01%
11,133
+101
COLB icon
2117
Columbia Banking Systems
COLB
$8.71B
$959K ﹤0.01%
37,256
+21,367
ALGN icon
2118
Align Technology
ALGN
$11.6B
$959K ﹤0.01%
7,658
-556
ALAI icon
2119
Alger AI Enablers & Adopters ETF
ALAI
$295M
$959K ﹤0.01%
25,564
SW
2120
Smurfit Westrock
SW
$19.6B
$959K ﹤0.01%
22,517
+1,147
UBSI icon
2121
United Bankshares
UBSI
$5.52B
$956K ﹤0.01%
25,694
+1,705
OMF icon
2122
OneMain Financial
OMF
$8B
$955K ﹤0.01%
16,906
+10,636
TCBI icon
2123
Texas Capital Bancshares
TCBI
$4.37B
$952K ﹤0.01%
11,264
+15
MRNA icon
2124
Moderna
MRNA
$11.5B
$951K ﹤0.01%
36,800
-3,429
SPRX icon
2125
Spear Alpha ETF
SPRX
$143M
$950K ﹤0.01%
24,646
+6,566
83 84
85
86 87