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
SCHK icon
2151
Schwab 1000 Index ETF
SCHK
$4.8B
$931K ﹤0.01%
28,980
+3,313
RH icon
2152
RH
RH
$3.15B
$929K ﹤0.01%
4,574
+631
JBBB icon
2153
Janus Henderson B-BBB CLO ETF
JBBB
$1.23B
$929K ﹤0.01%
19,293
+2,030
DEHP icon
2154
Dimensional Emerging Markets High Profitability ETF
DEHP
$302M
$929K ﹤0.01%
30,428
IMRX icon
2155
Immuneering
IMRX
$371M
$927K ﹤0.01%
132,459
-3,501
GPI icon
2156
Group 1 Automotive
GPI
$4.94B
$927K ﹤0.01%
2,118
+36
ECG
2157
Everus Construction Group
ECG
$4.55B
$927K ﹤0.01%
10,810
+264
NPO icon
2158
Enpro
NPO
$4.54B
$925K ﹤0.01%
4,094
+279
APPS icon
2159
Digital Turbine
APPS
$552M
$925K ﹤0.01%
144,587
+131,764
VTRS icon
2160
Viatris
VTRS
$13.2B
$923K ﹤0.01%
93,272
-1,727
SMOG icon
2161
VanEck Low Carbon Energy ETF
SMOG
$130M
$921K ﹤0.01%
7,247
+50
MTCH icon
2162
Match Group
MTCH
$7.61B
$919K ﹤0.01%
26,023
-129
PDX
2163
PIMCO Dynamic Income Strategy Fund
PDX
$942M
$919K ﹤0.01%
36,850
-1,718
FFEB icon
2164
FT Vest US Equity Buffer ETF February
FFEB
$1.16B
$918K ﹤0.01%
16,656
-763
XHB icon
2165
State Street SPDR S&P Homebuilders ETF
XHB
$1.72B
$913K ﹤0.01%
8,236
+2,052
PEN icon
2166
Penumbra
PEN
$12.1B
$911K ﹤0.01%
3,595
-1,772
SBS icon
2167
Sabesp
SBS
$16.7B
$909K ﹤0.01%
36,513
+5,389
KTOS icon
2168
Kratos Defense & Security Solutions
KTOS
$12.3B
$904K ﹤0.01%
9,889
+4,916
MSA icon
2169
Mine Safety
MSA
$6.24B
$902K ﹤0.01%
5,239
+16
AOM icon
2170
iShares Core Moderate Allocation ETF
AOM
$1.68B
$901K ﹤0.01%
18,933
-458
VPLS icon
2171
Vanguard Core Plus Bond ETF
VPLS
$992M
$900K ﹤0.01%
11,446
+1,123
UMBF icon
2172
UMB Financial
UMBF
$9.04B
$899K ﹤0.01%
7,594
+534
CRPT icon
2173
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$118M
$898K ﹤0.01%
40,315
+1,161
CGBD icon
2174
Carlyle Secured Lending
CGBD
$934M
$895K ﹤0.01%
71,575
+630
GSG icon
2175
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.05B
$894K ﹤0.01%
38,901
85 86
87
88 89