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
ANIX icon
3451
Anixa Biosciences
ANIX
$107M
$136K ﹤0.01%
41,150
+3,000
RCS
3452
PIMCO Strategic Income Fund
RCS
$313M
$136K ﹤0.01%
17,859
+268
EQX icon
3453
Equinox Gold
EQX
$10.8B
$135K ﹤0.01%
+12,064
WIA
3454
Western Asset Inflation-Linked Income Fund
WIA
$193M
$134K ﹤0.01%
15,931
-847
TOKE icon
3455
Cambria Cannabis ETF
TOKE
$16.1M
$133K ﹤0.01%
+20,655
PHD
3456
DELISTED
Pioneer Floating Rate Fund
PHD
$133K ﹤0.01%
13,382
+71
GLDD icon
3457
Great Lakes Dredge & Dock
GLDD
$914M
$132K ﹤0.01%
+11,049
TDAY
3458
USA Today Co
TDAY
$827M
$131K ﹤0.01%
+31,790
UMC icon
3459
United Microelectronic
UMC
$20.3B
$131K ﹤0.01%
17,255
-4,799
BCRX icon
3460
BioCryst Pharmaceuticals
BCRX
$1.54B
$130K ﹤0.01%
17,100
+100
SERA icon
3461
Sera Prognostics
SERA
$138M
$129K ﹤0.01%
42,234
-750
CLDI icon
3462
Calidi Biotherapeutics
CLDI
$9.39M
$129K ﹤0.01%
84,956
+75,000
DHF
3463
BNY Mellon High Yield Strategies Fund
DHF
$181M
$127K ﹤0.01%
48,981
-3,460
CATX icon
3464
Perspective Therapeutics
CATX
$198M
$126K ﹤0.01%
36,875
-164,711
EVV
3465
Eaton Vance Limited Duration Income Fund
EVV
$1.14B
$124K ﹤0.01%
12,169
-2,455
JHS
3466
John Hancock Income Securities Trust
JHS
$133M
$123K ﹤0.01%
10,546
-599
VTEX icon
3467
VTEX
VTEX
$661M
$123K ﹤0.01%
27,991
+1,296
RR icon
3468
Richtech Robotics
RR
$676M
$122K ﹤0.01%
+28,540
WRAP icon
3469
Wrap Technologies
WRAP
$112M
$122K ﹤0.01%
56,415
-7,000
IQI icon
3470
Invesco Quality Municipal Securities
IQI
$527M
$122K ﹤0.01%
12,392
-63
EMD
3471
Western Asset Emerging Markets Debt Fund
EMD
$630M
$122K ﹤0.01%
11,824
-46,894
ECF
3472
Ellsworth Growth & Income Fund
ECF
$156M
$122K ﹤0.01%
10,514
-354
CNTX icon
3473
Context Therapeutics
CNTX
$106M
$122K ﹤0.01%
125,852
TDOC icon
3474
Teladoc Health
TDOC
$1.27B
$121K ﹤0.01%
15,650
-71
UDMY icon
3475
Udemy
UDMY
$922M
$121K ﹤0.01%
17,194
-4,127
137 138
139
140 141