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
ERIC icon
2276
Ericsson
ERIC
$32B
$778K ﹤0.01%
94,057
-142
JBTM
2277
JBT Marel
JBTM
$7.89B
$777K ﹤0.01%
5,535
-7,039
CUK icon
2278
Carnival PLC
CUK
$34.6B
$776K ﹤0.01%
+29,342
BSMY
2279
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$88.7M
$773K ﹤0.01%
31,778
+15,191
OSBC icon
2280
Old Second Bancorp
OSBC
$1.1B
$773K ﹤0.01%
44,728
+422
LOUP icon
2281
Innovator Deepwater Frontier Tech ETF
LOUP
$155M
$772K ﹤0.01%
10,452
+5,780
SAMM icon
2282
Strategas Macro Momentum ETF
SAMM
$19.8M
$770K ﹤0.01%
26,687
+1,585
LSTR icon
2283
Landstar System
LSTR
$5B
$770K ﹤0.01%
6,279
-3,437
SOUN icon
2284
SoundHound AI
SOUN
$4.57B
$765K ﹤0.01%
47,585
-43,052
ELS icon
2285
Equity Lifestyle Properties
ELS
$12B
$765K ﹤0.01%
12,605
+2,608
QDPL icon
2286
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.38B
$765K ﹤0.01%
18,248
+4,184
DAUG icon
2287
FT Vest US Equity Deep Buffer ETF August
DAUG
$351M
$763K ﹤0.01%
17,498
+12,617
AI icon
2288
C3.ai
AI
$1.94B
$763K ﹤0.01%
43,977
-5,155
CPT icon
2289
Camden Property Trust
CPT
$11.5B
$762K ﹤0.01%
7,139
-5,069
TFX icon
2290
Teleflex
TFX
$5.5B
$760K ﹤0.01%
6,212
+856
OSIS icon
2291
OSI Systems
OSIS
$4.53B
$760K ﹤0.01%
3,048
+47
XTJA icon
2292
Innovator US Equity Accelerated Plus ETF January
XTJA
$18.1M
$759K ﹤0.01%
24,627
-2,151
JBHT icon
2293
JB Hunt Transport Services
JBHT
$18.7B
$757K ﹤0.01%
5,641
+789
SONO icon
2294
Sonos
SONO
$2.2B
$754K ﹤0.01%
47,744
+941
OTF
2295
Blue Owl Technology Finance Corp
OTF
$6.5B
$753K ﹤0.01%
54,493
+36,331
MIDD icon
2296
Middleby
MIDD
$7.47B
$753K ﹤0.01%
5,662
+125
FAUG icon
2297
FT Vest US Equity Buffer ETF August
FAUG
$1.13B
$753K ﹤0.01%
14,499
+6,322
XBAP icon
2298
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$138M
$752K ﹤0.01%
19,860
VMEO
2299
DELISTED
Vimeo
VMEO
$752K ﹤0.01%
97,008
-704
KBA icon
2300
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$227M
$751K ﹤0.01%
+24,986
90 91
92
93 94