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
GEW
2226
Cambria Global EW ETF
GEW
$152M
$830K ﹤0.01%
+16,488
MAC icon
2227
Macerich
MAC
$4.77B
$830K ﹤0.01%
45,586
+8,202
SITE icon
2228
SiteOne Landscape Supply
SITE
$5.73B
$829K ﹤0.01%
6,437
-4,292
GSY icon
2229
Invesco Ultra Short Duration ETF
GSY
$3.24B
$829K ﹤0.01%
16,498
-15,389
PSN icon
2230
Parsons
PSN
$6.47B
$825K ﹤0.01%
9,954
+578
ETV
2231
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.66B
$825K ﹤0.01%
57,917
+180
BSMW icon
2232
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$141M
$824K ﹤0.01%
33,006
+6,948
FLRT icon
2233
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$584M
$823K ﹤0.01%
17,364
+231
FCNCA icon
2234
First Citizens BancShares
FCNCA
$26.6B
$823K ﹤0.01%
459
-6
DNOV icon
2235
FT Vest US Equity Deep Buffer ETF November
DNOV
$370M
$822K ﹤0.01%
17,550
-574
DJUL icon
2236
FT Vest US Equity Deep Buffer ETF July
DJUL
$396M
$820K ﹤0.01%
17,552
QBF
2237
Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly
QBF
$18.8M
$819K ﹤0.01%
30,064
+4,727
SAM icon
2238
Boston Beer
SAM
$2.13B
$818K ﹤0.01%
+3,867
FFC
2239
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$803M
$817K ﹤0.01%
48,396
+32,834
KOF icon
2240
Coca-Cola Femsa
KOF
$19.4B
$817K ﹤0.01%
9,834
-405
GVIP icon
2241
Goldman Sachs Hedge Industry VIP ETF
GVIP
$428M
$813K ﹤0.01%
5,306
-308
BWA icon
2242
BorgWarner
BWA
$9.75B
$813K ﹤0.01%
18,492
+2,184
JAZZ icon
2243
Jazz Pharmaceuticals
JAZZ
$10.1B
$812K ﹤0.01%
6,162
-1,195
TRN icon
2244
Trinity Industries
TRN
$2.3B
$811K ﹤0.01%
28,936
+3,449
EBI
2245
The RBB Fund Trust Longview Advantage ETF
EBI
$573M
$810K ﹤0.01%
+14,759
UYG icon
2246
ProShares Ultra Financials
UYG
$890M
$809K ﹤0.01%
8,156
+748
SON icon
2247
Sonoco
SON
$4.31B
$808K ﹤0.01%
18,746
+1,989
RDWR icon
2248
Radware
RDWR
$1.05B
$807K ﹤0.01%
30,474
JHPI icon
2249
John Hancock Preferred Income ETF
JHPI
$120M
$806K ﹤0.01%
34,793
-300
ESGG icon
2250
FlexShares STOXX Global ESG Select Index Fund
ESGG
$102M
$805K ﹤0.01%
4,079
+863
88 89
90
91 92