HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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 13.97%
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
TDF
3776
Templeton Dragon Fund
TDF
$301M
– –
-10,152
TFIN icon
3777
Triumph Financial Inc
TFIN
$1.62B
– –
-5,652
TGNA icon
3778
TEGNA Inc
TGNA
$3.07B
– –
-18,111
THS icon
3779
Treehouse Foods
THS
$1.24B
– –
-10,180
TIMB icon
3780
TIM SA
TIMB
$11.7B
– –
-64,187
TNA icon
3781
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.66B
– –
-6,692
TNDM icon
3782
Tandem Diabetes Care
TNDM
$1.3B
– –
-121,460
TSLY icon
3783
YieldMax TSLA Option Income Strategy ETF
TSLY
$1B
– –
-2,357
TWO
3784
Two Harbors Investment
TWO
$1.16B
– –
-12,870
UAPR icon
3785
Innovator US Equity Ultra Buffer ETF April
UAPR
$143M
– –
-7,088
UE icon
3786
Urban Edge Properties
UE
$2.65B
– –
-13,679
UNFI icon
3787
United Natural Foods
UNFI
$2.48B
– –
-34,003
UNIT
3788
Uniti Group
UNIT
$1.92B
– –
-11,596
UPST icon
3789
Upstart Holdings
UPST
$3.72B
– –
-3,197
VERV
3790
DELISTED
Verve Therapeutics
VERV
– –
-20,237
VERU icon
3791
Veru
VERU
$37.6M
– –
-9,581
VERX icon
3792
Vertex
VERX
$2.51B
– –
-8,709
VIST icon
3793
Vista Energy
VIST
$5.83B
– –
-5,075
VKTX icon
3794
Viking Therapeutics
VKTX
$3.21B
– –
-9,554
VRME icon
3795
VerifyMe
VRME
$13.3M
– –
-304,130
VRNA
3796
DELISTED
Verona Pharma
VRNA
– –
-11,046
VXRT
3797
DELISTED
Vaxart
VXRT
– –
-17,051
WBA
3798
DELISTED
Walgreens Boots Alliance
WBA
– –
-162,046
WEAT icon
3799
Teucrium Wheat Fund
WEAT
$116M
– –
-2,020
WFC.PRL icon
3800
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.92B
– –
-696
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