HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
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 9.68%
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
ATAI icon
3676
AtaiBeckley Inc
ATAI
$1.47B
– –
-79,356
CVSA
3677
Covista Inc
CVSA
$4.07B
– –
-1,759
AVIG icon
3678
Avantis Core Fixed Income ETF
AVIG
$1.77B
– –
-5,576
AZ icon
3679
A2Z Smart Technologies
AZ
$318M
– –
-12,063
BB icon
3680
BlackBerry
BB
$3.29B
– –
-16,938
BDC icon
3681
Belden
BDC
$4.36B
– –
-1,675
BHF icon
3682
Brighthouse Financial
BHF
$3.6B
– –
-13,708
BILI icon
3683
Bilibili
BILI
$8.98B
– –
-54,667
KEEL
3684
Keel Infrastructure Corp
KEEL
$2.13B
– –
-15,962
BITX icon
3685
2x Bitcoin Strategy ETF
BITX
$1.37B
– –
-6,754
BKHY icon
3686
BNY Mellon High Yield Beta ETF
BKHY
$147M
– –
-13,625
BKSY icon
3687
BlackSky Technology
BKSY
$1.33B
– –
-10,952
BOAT icon
3688
SonicShares Global Shipping ETF
BOAT
$85.9M
– –
-108,010
BSCP
3689
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-521,522
BSMP
3690
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
– –
-76,515
BTT icon
3691
BlackRock Municipal 2030 Target Term Trust
BTT
$1.45B
– –
-43,009
CAPR icon
3692
Capricor Therapeutics
CAPR
$1.91B
– –
-1,200
CFLT
3693
DELISTED
Confluent
CFLT
– –
-11,336
CGC
3694
Canopy Growth
CGC
$457M
– –
-6,533
CHH icon
3695
Choice Hotels
CHH
$4.67B
– –
-2,631
CNMD icon
3696
CONMED
CNMD
$1.1B
– –
-6,273
CONL icon
3697
GraniteShares 2x Long COIN Daily ETF
CONL
$642M
– –
-7,000
COOP
3698
DELISTED
Mr. Cooper
COOP
– –
-18,510
CVLT icon
3699
Commault Systems
CVLT
$4.52B
– –
-16,296
CWST icon
3700
Casella Waste Systems
CWST
$5.52B
– –
-4,484
146 147
148
149 150