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
SWX icon
2401
Southwest Gas
SWX
$5.92B
$653K ﹤0.01%
8,329
+18
FCN icon
2402
FTI Consulting
FCN
$5.39B
$649K ﹤0.01%
4,013
+938
HL icon
2403
Hecla Mining
HL
$12.8B
$649K ﹤0.01%
53,597
+37,302
AJAN icon
2404
Innovator Equity Defined Protection ETF 2 Yr to January 2026
AJAN
$39.5M
$649K ﹤0.01%
23,580
+2,618
KBE icon
2405
State Street SPDR S&P Bank ETF
KBE
$1.42B
$647K ﹤0.01%
10,895
+276
LONZ icon
2406
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$489M
$647K ﹤0.01%
12,675
+508
NBH
2407
Neuberger Municipal Fund Inc.
NBH
$302M
$645K ﹤0.01%
62,471
-1,265
AMG icon
2408
Affiliated Managers Group
AMG
$7.73B
$644K ﹤0.01%
2,701
+194
OSEA icon
2409
Harbor International Compounders ETF
OSEA
$555M
$644K ﹤0.01%
21,777
+2,095
HEI.A icon
2410
HEICO Corp Class A
HEI.A
$33.5B
$643K ﹤0.01%
2,530
-4,343
DRD
2411
DRDGold
DRD
$2.56B
$642K ﹤0.01%
23,275
+7,207
DFSI icon
2412
Dimensional International Sustainability Core 1 ETF
DFSI
$909M
$640K ﹤0.01%
15,629
+2,874
NTLA icon
2413
Intellia Therapeutics
NTLA
$1.03B
$639K ﹤0.01%
36,986
+20,367
CNM icon
2414
Core & Main
CNM
$10.2B
$638K ﹤0.01%
11,861
+261
UNF icon
2415
Unifirst Corp
UNF
$3.15B
$638K ﹤0.01%
3,818
-3,338
USIG icon
2416
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.5B
$638K ﹤0.01%
12,215
+1,406
EXP icon
2417
Eagle Materials
EXP
$7.17B
$638K ﹤0.01%
2,734
+610
SFLO icon
2418
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$443M
$635K ﹤0.01%
21,824
+84
MCR
2419
MFS Charter Income Trust
MCR
$261M
$634K ﹤0.01%
98,716
-5,437
CNNE icon
2420
Cannae Holdings
CNNE
$826M
$633K ﹤0.01%
34,563
+274
FBNC icon
2421
First Bancorp
FBNC
$2.21B
$633K ﹤0.01%
11,962
-3,123
QMNV
2422
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$53.3M
$632K ﹤0.01%
28,339
-3,992
FUL icon
2423
H.B. Fuller
FUL
$3.29B
$632K ﹤0.01%
10,655
-11,074
CBT icon
2424
Cabot Corp
CBT
$3.57B
$630K ﹤0.01%
8,279
-43
CRL icon
2425
Charles River Laboratories
CRL
$9.54B
$626K ﹤0.01%
4,003
-671
95 96
97
98 99