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
NVDL icon
3701
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$5.01B
– –
-13,741
OLN icon
3702
Olin
OLN
$2.4B
– –
-11,664
PASG icon
3703
Passage Bio
PASG
$35.2M
– –
-917
PBI icon
3704
Pitney Bowes
PBI
$1.72B
– –
-47,206
PD icon
3705
PagerDuty
PD
$1.24B
– –
-10,043
PEY icon
3706
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.03B
– –
-95,237
PFBC icon
3707
Preferred Bank
PFBC
$1.21B
– –
-8,055
PFSI icon
3708
PennyMac Financial
PFSI
$6.94B
– –
-2,062
PPTY icon
3709
US Diversified Real Estate ETF
PPTY
$28.7M
– –
-8,226
PRAA icon
3710
PRA Group
PRAA
$691M
– –
-21,425
PRCH icon
3711
Porch Group
PRCH
$961M
– –
-134,842
PSQ icon
3712
ProShares Short QQQ
PSQ
$517M
– –
-222,362
QYLD icon
3713
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.26B
– –
0
RCKT icon
3714
Rocket Pharmaceuticals
RCKT
$377M
– –
-20,700
RSST icon
3715
Return Stacked US Stocks & Managed Futures ETF
RSST
$319M
– –
-10,718
RWM icon
3716
ProShares Short Russell2000
RWM
$139M
– –
-227,945
RYLD icon
3717
Global X Russell 2000 Covered Call ETF
RYLD
$1.28B
– –
0
SAM icon
3718
Boston Beer
SAM
$2.11B
– –
-962
SBGI icon
3719
Sinclair Inc
SBGI
$1.06B
– –
-30,181
SCYB icon
3720
Schwab High Yield Bond ETF
SCYB
$2.01B
– –
-61,609
SH icon
3721
ProShares Short S&P500
SH
$1.16B
– –
-104,503
SHCO icon
3722
Soho House & Co
SHCO
$1.75B
– –
-12,716
SHOO icon
3723
Steven Madden
SHOO
$3.1B
– –
-7,567
SLRN
3724
DELISTED
ACELYRIN
SLRN
– –
-10,031
SMB icon
3725
VanEck Short Muni ETF
SMB
$296M
– –
-13,865
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