HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
This Quarter Return
+14.27%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$24B
AUM Growth
+$24B
Cap. Flow
+$1.21B
Cap. Flow %
5.06%
Top 10 Hldgs %
21.51%
Holding
2,755
New
426
Increased
1,252
Reduced
594
Closed
369

Sector Composition

1 Technology 16.44%
2 Financials 12.12%
3 Healthcare 8.51%
4 Consumer Discretionary 7.09%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NUWE icon
2726
Nuwellis
NUWE
$4.6M
-20,000 Closed -$6K
OUNZ icon
2727
VanEck Merk Gold Trust
OUNZ
$1.85B
-303,445 Closed -$5.59M
PARAA
2728
DELISTED
Paramount Global Class A
PARAA
-7,636 Closed -$232K
PARA
2729
DELISTED
Paramount Global Class B
PARA
-60,872 Closed -$1.7M
PBE icon
2730
Invesco Biotechnology & Genome ETF
PBE
$219M
-3,987 Closed -$224K
PDS
2731
Precision Drilling
PDS
$768M
-27,050 Closed -$17K
PEO
2732
Adams Natural Resources Fund
PEO
$594M
-10,093 Closed -$100K
PFSI icon
2733
PennyMac Financial
PFSI
$5.69B
-42,273 Closed -$2.46M
PSQ icon
2734
ProShares Short QQQ
PSQ
$513M
-52,199 Closed -$863K
RSF
2735
RiverNorth Capital and Income Fund
RSF
$63M
-12,049 Closed -$180K
RVNU icon
2736
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$129M
-45,589 Closed -$1.29M
SCJ icon
2737
iShares MSCI Japan Small-Cap ETF
SCJ
$145M
-4,602 Closed -$339K
SCNI
2738
Scinai Immunotherapeutics
SCNI
$1.53M
-17,900 Closed -$701K
SIBN icon
2739
SI-BONE Inc
SIBN
$719M
-9,623 Closed -$228K
SJT
2740
San Juan Basin Royalty Trust
SJT
$268M
-50,105 Closed -$126K
SMB icon
2741
VanEck Short Muni ETF
SMB
$286M
-76,068 Closed -$1.37M
SMH icon
2742
VanEck Semiconductor ETF
SMH
$27B
-24,083 Closed -$4.2M