HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Return 17.44%
This Quarter Return
+8.61%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$79.8B
AUM Growth
+$6.15B
Cap. Flow
+$1.38B
Cap. Flow %
1.74%
Top 10 Hldgs %
18.5%
Holding
3,757
New
261
Increased
1,550
Reduced
1,602
Closed
168

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 Shares
Change %
Capital Flow
IMXI icon
3676
International Money Express
IMXI
$432M
-12,743
Closed -$161K
INAB icon
3677
IN8bio
INAB
$9.9M
-333
Closed -$1.66K
INTA icon
3678
Intapp
INTA
$3.72B
-13,808
Closed -$806K
INVH icon
3679
Invitation Homes
INVH
$18.6B
-6,807
Closed -$237K
IVVM icon
3680
iShares Large Cap Moderate Buffer ETF
IVVM
$117M
-12,117
Closed -$370K
IYM icon
3681
iShares US Basic Materials ETF
IYM
$563M
-2,881
Closed -$388K
JOF
3682
Japan Smaller Capitalization Fund
JOF
$303M
-15,170
Closed -$127K
JWN
3683
DELISTED
Nordstrom
JWN
-54,557
Closed -$1.33M
KMX icon
3684
CarMax
KMX
$9.15B
-5,839
Closed -$455K
KRC icon
3685
Kilroy Realty
KRC
$4.9B
-34,124
Closed -$1.12M
LEGN icon
3686
Legend Biotech
LEGN
$6.46B
-10,197
Closed -$346K
LEXX icon
3687
Lexaria Bioscience
LEXX
$18.9M
-21,000
Closed -$35.9K
LFVN icon
3688
LifeVantage
LFVN
$169M
-32,631
Closed -$476K
LKQ icon
3689
LKQ Corp
LKQ
$8.31B
-6,968
Closed -$296K
LMND icon
3690
Lemonade
LMND
$3.75B
-1,600
Closed -$50.3K
LTH icon
3691
Life Time Group Holdings
LTH
$6.34B
-14,439
Closed -$436K
LUNR icon
3692
Intuitive Machines
LUNR
$992M
-17,242
Closed -$128K
LZB icon
3693
La-Z-Boy
LZB
$1.49B
-29,635
Closed -$1.16M
MBC icon
3694
MasterBrand
MBC
$1.66B
-13,948
Closed -$182K
MBND icon
3695
SPDR Nuveen Municipal Bond ETF
MBND
$28.3M
-13,179
Closed -$360K
MHH icon
3696
Mastech Digital
MHH
$93.2M
-43,426
Closed -$443K
MJ icon
3697
Amplify Alternative Harvest ETF
MJ
$177M
-2,031
Closed -$39.6K
MMCA icon
3698
IQ MacKay California Municipal Intermediate ETF
MMCA
$32.1M
-35,610
Closed -$761K
MMT
3699
MFS Multimarket Income Trust
MMT
$260M
-41,935
Closed -$195K
MTX icon
3700
Minerals Technologies
MTX
$1.99B
-3,348
Closed -$213K