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
WMS icon
2301
Advanced Drainage Systems
WMS
$11.4B
$748K ﹤0.01%
5,396
-358
PALL icon
2302
abrdn Physical Palladium Shares ETF
PALL
$1.04B
$748K ﹤0.01%
6,553
+2,433
LOPE icon
2303
Grand Canyon Education
LOPE
$4.61B
$745K ﹤0.01%
3,395
-1,269
DUOL icon
2304
Duolingo
DUOL
$8.45B
$743K ﹤0.01%
2,310
-975
DFE icon
2305
WisdomTree Europe SmallCap Dividend Fund
DFE
$164M
$743K ﹤0.01%
10,547
+134
JKHY icon
2306
Jack Henry & Associates
JKHY
$13.3B
$741K ﹤0.01%
4,977
-4,374
POST icon
2307
Post Holdings
POST
$5.25B
$740K ﹤0.01%
6,888
-1,471
SNDK
2308
Sandisk
SNDK
$32.2B
$740K ﹤0.01%
6,597
+299
BCDF icon
2309
Horizon Kinetics Blockchain Development ETF
BCDF
$19.1M
$737K ﹤0.01%
23,380
IGHG icon
2310
ProShares Investment Grade-Interest Rate Hedged
IGHG
$277M
$736K ﹤0.01%
9,314
+962
AD
2311
Array Digital Infrastructure
AD
$4.45B
$736K ﹤0.01%
14,713
-3,700
BBT
2312
Beacon Financial Corp
BBT
$2.33B
$736K ﹤0.01%
+31,027
AAL icon
2313
American Airlines Group
AAL
$10.3B
$736K ﹤0.01%
65,446
+18,144
KDP icon
2314
Keurig Dr Pepper
KDP
$38.2B
$735K ﹤0.01%
28,820
-6,786
SEDG icon
2315
SolarEdge
SEDG
$1.7B
$734K ﹤0.01%
+19,841
EPI icon
2316
WisdomTree India Earnings Fund ETF
EPI
$2.72B
$733K ﹤0.01%
16,589
-2,581
MSB
2317
Mesabi Trust
MSB
$458M
$733K ﹤0.01%
25,038
+94
EUSB icon
2318
iShares ESG Advanced Universal USD Bond ETF
EUSB
$682M
$733K ﹤0.01%
16,683
+6,083
DSGX icon
2319
Descartes Systems
DSGX
$7.65B
$730K ﹤0.01%
7,749
-2,817
CTO
2320
CTO Realty Growth
CTO
$600M
$730K ﹤0.01%
44,766
+1,503
HESM icon
2321
Hess Midstream
HESM
$4.39B
$729K ﹤0.01%
21,111
-2,303
NFEB
2322
Innovator Growth-100 Power Buffer ETF - February
NFEB
$33.4M
$728K ﹤0.01%
26,765
BHF icon
2323
Brighthouse Financial
BHF
$3.71B
$728K ﹤0.01%
+13,708
PRK icon
2324
Park National Corp
PRK
$2.65B
$727K ﹤0.01%
4,474
+12
ALK icon
2325
Alaska Air
ALK
$6.02B
$724K ﹤0.01%
14,541
+2,675
91 92
93
94 95