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
SEIC icon
2101
SEI Investments
SEIC
$9.26B
$982K ﹤0.01%
11,576
-155
GFEB icon
2102
FT Vest US Equity Moderate Buffer ETF February
GFEB
$332M
$980K ﹤0.01%
24,157
TQQQ icon
2103
ProShares UltraPro QQQ
TQQQ
$21.3B
$979K ﹤0.01%
18,940
+2,748
GTY
2104
Getty Realty Corp
GTY
$1.9B
$978K ﹤0.01%
36,457
-20,385
ROBO icon
2105
ROBO Global Robotics & Automation Index ETF
ROBO
$1.46B
$976K ﹤0.01%
14,883
-560
JVAL icon
2106
JPMorgan US Value Factor ETF
JVAL
$703M
$975K ﹤0.01%
20,531
AN icon
2107
AutoNation
AN
$6.61B
$975K ﹤0.01%
4,457
+83
PIPR icon
2108
Piper Sandler
PIPR
$5.21B
$973K ﹤0.01%
2,805
+188
GRC icon
2109
Gorman-Rupp
GRC
$1.62B
$970K ﹤0.01%
20,897
+2,333
GRAL
2110
GRAIL Inc
GRAL
$1.99B
$967K ﹤0.01%
16,345
+1,500
AOS icon
2111
A.O. Smith
AOS
$8.91B
$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
$3.96B
$965K ﹤0.01%
19,072
+4,109
CLF icon
2114
Cleveland-Cliffs
CLF
$4.63B
$960K ﹤0.01%
78,666
+6,199
SMOT icon
2115
VanEck Morningstar SMID Moat ETF
SMOT
$379M
$960K ﹤0.01%
26,594
+1,846
XRT icon
2116
State Street SPDR S&P Retail ETF
XRT
$330M
$960K ﹤0.01%
11,133
+101
COLB icon
2117
Columbia Banking Systems
COLB
$7.89B
$959K ﹤0.01%
37,256
+21,367
ALGN icon
2118
Align Technology
ALGN
$11.9B
$959K ﹤0.01%
7,658
-556
ALAI icon
2119
Alger AI Enablers & Adopters ETF
ALAI
$264M
$959K ﹤0.01%
25,564
SW
2120
Smurfit Westrock
SW
$20.7B
$959K ﹤0.01%
22,517
+1,147
UBSI icon
2121
United Bankshares
UBSI
$5.63B
$956K ﹤0.01%
25,694
+1,705
OMF icon
2122
OneMain Financial
OMF
$6.04B
$955K ﹤0.01%
16,906
+10,636
TCBI icon
2123
Texas Capital Bancshares
TCBI
$4.1B
$952K ﹤0.01%
11,264
+15
MRNA icon
2124
Moderna
MRNA
$19.7B
$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