HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Return 17.44%
This Quarter Return
+8.81%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$61.7B
AUM Growth
+$2.19B
Cap. Flow
-$2.38B
Cap. Flow %
-3.86%
Top 10 Hldgs %
18.49%
Holding
3,611
New
257
Increased
1,367
Reduced
1,520
Closed
301

Sector Composition

1 Technology 13.42%
2 Financials 10.17%
3 Healthcare 6.78%
4 Consumer Discretionary 6.47%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SRAD icon
3401
Sportradar
SRAD
$9.14B
-10,043
Closed -$112K
STRS icon
3402
Stratus Properties
STRS
$156M
-9,906
Closed -$286K
SUPN icon
3403
Supernus Pharmaceuticals
SUPN
$2.55B
-13,708
Closed -$395K
SWIM icon
3404
Latham Group
SWIM
$932M
-38,326
Closed -$80K
TAIL icon
3405
Cambria Tail Risk ETF
TAIL
$92.7M
-65,136
Closed -$824K
TCPC icon
3406
BlackRock TCP Capital
TCPC
$611M
-36,899
Closed -$426K
TENB icon
3407
Tenable Holdings
TENB
$3.68B
-5,434
Closed -$249K
TFIN icon
3408
Triumph Financial, Inc.
TFIN
$1.52B
-4,225
Closed -$338K
TGT icon
3409
Target
TGT
$42.1B
-536,483
Closed -$76.4M
THD icon
3410
iShares MSCI Thailand ETF
THD
$230M
-12,824
Closed -$805K
TPH icon
3411
Tri Pointe Homes
TPH
$3.18B
-7,246
Closed -$256K
TRIN icon
3412
Trinity Capital
TRIN
$1.14B
-12,975
Closed -$189K
TRV icon
3413
Travelers Companies
TRV
$62.9B
-97,018
Closed -$18.5M
TTE icon
3414
TotalEnergies
TTE
$134B
-668,185
Closed -$45M
UAE icon
3415
iShares MSCI UAE ETF
UAE
$166M
-37,513
Closed -$521K
UCAR
3416
U Power Ltd
UCAR
$10.1M
-150
Closed -$3K
UCO icon
3417
ProShares Ultra Bloomberg Crude Oil
UCO
$369M
-15,473
Closed -$403K
UFPT icon
3418
UFP Technologies
UFPT
$1.61B
-1,181
Closed -$215K
UHT
3419
Universal Health Realty Income Trust
UHT
$568M
-4,895
Closed -$215K
UITB icon
3420
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.45B
-5,034
Closed -$236K
UMAR icon
3421
Innovator US Equity Ultra Buffer ETF March
UMAR
$199M
-8,852
Closed -$279K
UMAY icon
3422
Innovator US Equity Ultra Buffer ETF May
UMAY
$61.4M
-39,019
Closed -$1.15M
UPBD icon
3423
Upbound Group
UPBD
$1.46B
-41,048
Closed -$1.4M
UPST icon
3424
Upstart Holdings
UPST
$6.34B
-5,095
Closed -$206K
USRT icon
3425
iShares Core US REIT ETF
USRT
$3.08B
-405,213
Closed -$22M