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
$79.8B
AUM Growth
+$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,757
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$107M
3 +$96.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$79.7M
5
META icon
Meta Platforms (Facebook)
META
+$76.9M

Top Sells

1 +$48.6M
2 +$46.9M
3 +$44.7M
4
V icon
Visa
V
+$44.5M
5
QLTY icon
GMO US Quality ETF
QLTY
+$43.7M

Sector Composition

1 Technology 13.55%
2 Financials 10.32%
3 Consumer Discretionary 5.93%
4 Industrials 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ENIC icon
3451
Enel Chile
ENIC
$5.44B
$81.1K ﹤0.01%
22,329
+7,504
RMTI icon
3452
Rockwell Medical
RMTI
$32.9M
$79.3K ﹤0.01%
93,524
+36,111
DYAI icon
3453
Dyadic International
DYAI
$34.1M
$78.7K ﹤0.01%
79,469
-100
AHT
3454
Ashford Hospitality Trust
AHT
$25.8M
$78.5K ﹤0.01%
+13,040
CXE
3455
MFS High Income Municipal Trust
CXE
$119M
$78.3K ﹤0.01%
21,885
-544
BLND icon
3456
Blend Labs
BLND
$779M
$76.2K ﹤0.01%
23,104
-207
RETL icon
3457
Direxion Daily Retail Bull 3X Shares
RETL
$30.4M
$76K ﹤0.01%
10,000
GLQ
3458
Clough Global Equity Fund
GLQ
$148M
$75.9K ﹤0.01%
10,649
-2,764
HIX
3459
Western Asset High Income Fund II
HIX
$384M
$75.7K ﹤0.01%
17,636
APPS icon
3460
Digital Turbine
APPS
$644M
$75.7K ﹤0.01%
12,823
-176
IHS icon
3461
IHS Holding
IHS
$2.3B
$73.3K ﹤0.01%
13,181
+2,914
SURG icon
3462
SurgePays
SURG
$48.4M
$72.9K ﹤0.01%
+23,442
EXFY icon
3463
Expensify
EXFY
$133M
$71K ﹤0.01%
27,407
+1
PHK
3464
PIMCO High Income Fund
PHK
$846M
$71K ﹤0.01%
14,786
-100
CRVO icon
3465
CervoMed
CRVO
$68.4M
$70.7K ﹤0.01%
11,244
-100
CLIR icon
3466
ClearSign Technologies
CLIR
$43.5M
$68.9K ﹤0.01%
128,809
+2,000
APLT icon
3467
Applied Therapeutics
APLT
$132M
$68.4K ﹤0.01%
220,001
+100,000
LAC
3468
Lithium Americas
LAC
$1.2B
$68.2K ﹤0.01%
25,440
-1,416
BB icon
3469
BlackBerry
BB
$2.64B
$67.7K ﹤0.01%
14,782
+3,777
COTY icon
3470
Coty
COTY
$3.3B
$65.3K ﹤0.01%
14,044
+760
PLUG icon
3471
Plug Power
PLUG
$3.06B
$65.3K ﹤0.01%
43,810
-16,506
PL icon
3472
Planet Labs
PL
$3.82B
$65.2K ﹤0.01%
10,693
-107
CJMB
3473
Callan JMB Inc
CJMB
$17M
$64.1K ﹤0.01%
12,500
NGD
3474
New Gold Inc
NGD
$6.04B
$62.6K ﹤0.01%
12,653
-125,854
IHT
3475
InnSuites Hospitality Trust
IHT
$13M
$60.3K ﹤0.01%
26,819