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
SPXS icon
3651
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$343M
– –
-4,291
SSYS icon
3652
Stratasys
SSYS
$810M
– –
-44,034
STR
3653
DELISTED
Sitio Royalties
STR
– –
-268,739
SVC
3654
Service Properties Trust
SVC
$328M
– –
-15,276
SYBT icon
3655
Stock Yards Bancorp
SYBT
$2.05B
– –
-12,137
TDF
3656
Templeton Dragon Fund
TDF
$284M
– –
-10,152
TFIN icon
3657
Triumph Financial Inc
TFIN
$1.5B
– –
-5,652
TGNA icon
3658
TEGNA Inc
TGNA
$3.18B
– –
-18,111
THS icon
3659
Treehouse Foods
THS
$1.2B
– –
-10,180
TIMB icon
3660
TIM SA
TIMB
$10.6B
– –
-64,187
TNA icon
3661
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.05B
– –
-6,692
TNDM icon
3662
Tandem Diabetes Care
TNDM
$1.42B
– –
-121,460
TSLY icon
3663
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.14B
– –
-11,785
TWO
3664
Two Harbors Investment
TWO
$1.05B
– –
-12,870
UAPR icon
3665
Innovator US Equity Ultra Buffer ETF April
UAPR
$152M
– –
-7,088
UE icon
3666
Urban Edge Properties
UE
$2.44B
– –
-13,679
VXRT
3667
DELISTED
Vaxart
VXRT
– –
-17,051
WBA
3668
DELISTED
Walgreens Boots Alliance
WBA
– –
-162,046
WEAT icon
3669
Teucrium Wheat Fund
WEAT
$118M
– –
-10,100
WFC.PRL icon
3670
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.88B
– –
-696
WKC icon
3671
World Kinect Corp
WKC
$1.34B
– –
-7,890
WOLF icon
3672
Wolfspeed
WOLF
$504M
– –
-31,929
WOR icon
3673
Worthington Enterprises
WOR
$2.86B
– –
-3,396
WRLD icon
3674
World Acceptance Corp
WRLD
$741M
– –
-1,379
XFLT
3675
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$346M
– –
-17,582
145 146
147
148 149