HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
+$147M
2
+$111M
3
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

1
+$168M
2
+$93.5M
3
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
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
CFLT
3251
DELISTED
Confluent
CFLT
$224K ﹤0.01%
11,336
-136
SMPL icon
3252
Simply Good Foods
SMPL
$1.33B
$224K ﹤0.01%
9,043
-2,912
SPD icon
3253
Simplify US Equity PLUS Downside Convexity ETF
SPD
$102M
$224K ﹤0.01%
+5,671
IMAY
3254
Innovator International Developed Power Buffer ETF - May
IMAY
$30.8M
$224K ﹤0.01%
7,711
FXB icon
3255
Invesco CurrencyShares British Pound Sterling Trust
FXB
$70.7M
$224K ﹤0.01%
1,727
SBET icon
3256
Sharplink Inc
SBET
$1.44B
$224K ﹤0.01%
13,141
-152,677
OIH icon
3257
VanEck Oil Services ETF
OIH
$2.48B
$223K ﹤0.01%
859
-3,302
DJT icon
3258
Trump Media & Technology Group
DJT
$2.54B
$223K ﹤0.01%
13,587
+3,239
LBRT icon
3259
Liberty Energy
LBRT
$4.67B
$223K ﹤0.01%
18,041
+3,508
CALY
3260
Callaway Golf Company
CALY
$2.51B
$222K ﹤0.01%
23,405
+2,939
ACAD icon
3261
Acadia Pharmaceuticals
ACAD
$3.75B
$222K ﹤0.01%
10,417
+670
SMMT icon
3262
Summit Therapeutics
SMMT
$13.9B
$222K ﹤0.01%
10,758
-28,623
CNK icon
3263
Cinemark Holdings
CNK
$3.2B
$222K ﹤0.01%
7,920
-142
TLK icon
3264
Telkom Indonesia
TLK
$18.9B
$222K ﹤0.01%
11,791
-3,121
PIO icon
3265
Invesco Global Water ETF
PIO
$264M
$221K ﹤0.01%
4,933
+1
NNE
3266
Nano Nuclear Energy
NNE
$1.14B
$221K ﹤0.01%
5,732
-145
TDS icon
3267
Telephone and Data Systems
TDS
$4.9B
$221K ﹤0.01%
+5,626
BKSY icon
3268
BlackSky Technology
BKSY
$1,000M
$221K ﹤0.01%
+10,952
UNG icon
3269
United States Natural Gas Fund
UNG
$439M
$221K ﹤0.01%
+16,881
IRET icon
3270
iREIT MarketVector Quality REIT Index ETF
IRET
$2.4M
$221K ﹤0.01%
11,500
SLG icon
3271
SL Green Realty
SLG
$2.64B
$220K ﹤0.01%
3,679
-1,081
WPP icon
3272
WPP
WPP
$3.34B
$220K ﹤0.01%
8,773
-719
MHK icon
3273
Mohawk Industries
MHK
$6.27B
$220K ﹤0.01%
+1,704
SITC icon
3274
SITE Centers
SITC
$282M
$219K ﹤0.01%
+24,356
PSCH icon
3275
Invesco S&P SmallCap Health Care ETF
PSCH
$123M
$219K ﹤0.01%
5,270
+184
129 130
131
132 133