HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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 9.66%
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
CC icon
3451
Chemours
CC
$2.67B
$143K ﹤0.01%
12,170
+439
FTF
3452
Franklin Limited Duration Income Trust
FTF
$241M
$142K ﹤0.01%
+23,168
BCRX icon
3453
BioCryst Pharmaceuticals
BCRX
$2.22B
$141K ﹤0.01%
18,030
+930
BORR
3454
Borr Drilling
BORR
$1.7B
$140K ﹤0.01%
34,638
-16,122
EH
3455
EHang Holdings
EH
$881M
$139K ﹤0.01%
10,583
-27,026
XIFR
3456
XPLR Infrastructure LP
XIFR
$979M
$138K ﹤0.01%
13,765
-4,782
FTNY
3457
Franklin New York Municipal Income ETF
FTNY
$636M
$137K ﹤0.01%
+17,444
CRD.A icon
3458
Crawford & Co Class A
CRD.A
$497M
$137K ﹤0.01%
12,139
-798
BHK icon
3459
BlackRock Core Bond Trust
BHK
$677M
$135K ﹤0.01%
14,107
-6,742
SOC icon
3460
Sable Offshore Corp
SOC
$2.1B
$134K ﹤0.01%
14,879
-11,985
GRFS icon
3461
Grifois
GRFS
$5.66B
$134K ﹤0.01%
14,313
-5,824
NGD
3462
New Gold Inc
NGD
$9.28B
$133K ﹤0.01%
15,253
+580
MBLY icon
3463
Mobileye
MBLY
$6.76B
$132K ﹤0.01%
12,634
-12,348
TDOC icon
3464
Teladoc Health
TDOC
$992M
$131K ﹤0.01%
18,647
+2,997
PBR.A icon
3465
Petrobras Class A
PBR.A
$106B
$129K ﹤0.01%
11,408
-508
ANIX icon
3466
Anixa Biosciences
ANIX
$100M
$128K ﹤0.01%
41,150
RC
3467
Ready Capital
RC
$311M
$126K ﹤0.01%
57,705
-8,381
SERA icon
3468
Sera Prognostics
SERA
$71.8M
$125K ﹤0.01%
42,234
FRA icon
3469
BlackRock Floating Rate Income Strategies Fund
FRA
$389M
$123K ﹤0.01%
+10,426
MITT
3470
TPG Mortgage Investment Trust
MITT
$250M
$122K ﹤0.01%
+14,319
MRCC icon
3471
Monroe Capital Corp
MRCC
$104M
$122K ﹤0.01%
+19,151
VFL
3472
abrdn National Municipal Income Fund
VFL
$125M
$120K ﹤0.01%
11,717
+940
SHLS icon
3473
Shoals Technologies Group
SHLS
$1.04B
$120K ﹤0.01%
+14,104
CRGY icon
3474
Crescent Energy
CRGY
$3.87B
$120K ﹤0.01%
14,249
-4,517
SERV
3475
Serve Robotics
SERV
$728M
$119K ﹤0.01%
+11,508
137 138
139
140 141