HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.4B
AUM Growth
+$3.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,870
New
Increased
Reduced
Closed

Top Buys

1
+$396M
2
+$186M
3
+$149M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$113M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$111M

Top Sells

1
+$114M
2
+$104M
3
+$100M
4
OXY icon
Occidental Petroleum
OXY
+$91.4M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M

Sector Composition

1 Technology 13.28%
2 Financials 9.68%
3 Consumer Discretionary 5.7%
4 Healthcare 5.32%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVTS icon
3276
Navitas Semiconductor
NVTS
$4.1B
$224K ﹤0.01%
31,380
+15,325
UPRO icon
3277
ProShares UltraPro S&P 500
UPRO
$4.78B
$223K ﹤0.01%
+1,930
VIST icon
3278
Vista Energy
VIST
$7.59B
$223K ﹤0.01%
+4,589
SBH icon
3279
Sally Beauty Holdings
SBH
$1.33B
$223K ﹤0.01%
15,648
+3,088
PTON icon
3280
Peloton Interactive
PTON
$2.2B
$222K ﹤0.01%
36,082
-2,074
UAN icon
3281
CVR Partners
UAN
$1.43B
$222K ﹤0.01%
+2,167
NWL icon
3282
Newell Brands
NWL
$1.91B
$222K ﹤0.01%
59,662
+6,355
AGZD icon
3283
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$92.7M
$222K ﹤0.01%
9,858
+229
LIEN
3284
Chicago Atlantic BDC
LIEN
$214M
$221K ﹤0.01%
21,403
+660
QSR icon
3285
Restaurant Brands International
QSR
$28.4B
$221K ﹤0.01%
3,237
+61
FXU icon
3286
First Trust Utilities AlphaDEX Fund
FXU
$884M
$221K ﹤0.01%
4,905
+389
APLE icon
3287
Apple Hospitality REIT
APLE
$3.21B
$220K ﹤0.01%
18,597
+3,872
ROBT icon
3288
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$695M
$220K ﹤0.01%
4,248
+219
SGMT icon
3289
Sagimet Biosciences
SGMT
$477M
$220K ﹤0.01%
37,189
+3,408
HAS icon
3290
Hasbro
HAS
$13.4B
$220K ﹤0.01%
2,683
-3,699
TVTX icon
3291
Travere Therapeutics
TVTX
$4.17B
$220K ﹤0.01%
+5,753
AD
3292
Array Digital Infrastructure
AD
$4.27B
$220K ﹤0.01%
4,096
-10,617
FTS icon
3293
Fortis
FTS
$29.2B
$219K ﹤0.01%
+4,220
WIT icon
3294
Wipro
WIT
$20.8B
$219K ﹤0.01%
77,180
+14,729
DJT icon
3295
Trump Media & Technology Group
DJT
$2.55B
$219K ﹤0.01%
16,540
+2,953
PMM
3296
Putnam Managed Municipal Income
PMM
$265M
$219K ﹤0.01%
+34,926
RVMD icon
3297
Revolution Medicines
RVMD
$31.3B
$219K ﹤0.01%
+2,749
QSML icon
3298
WisdomTree US SmallCap Quality Growth Fund
QSML
$10.8M
$218K ﹤0.01%
7,590
GSL icon
3299
Global Ship Lease
GSL
$1.5B
$218K ﹤0.01%
+6,224
RDN icon
3300
Radian Group
RDN
$4.8B
$218K ﹤0.01%
6,060
+349
130 131
132
133 134