HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
This Quarter Return
+5.35%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$8.4B
AUM Growth
+$8.4B
Cap. Flow
+$574M
Cap. Flow %
6.84%
Top 10 Hldgs %
14.54%
Holding
2,171
New
297
Increased
961
Reduced
578
Closed
182
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HYGH icon
2051
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$432M
-28,602
Closed -$2.44M
HYI
2052
Western Asset High Yield Opportunity Fund Inc.
HYI
$271M
-10,060
Closed -$141K
ISCV icon
2053
iShares Morningstar Small-Cap Value ETF
ISCV
$524M
-2,702
Closed -$304K
IWM icon
2054
iShares Russell 2000 ETF
IWM
$67B
0
IWO icon
2055
iShares Russell 2000 Growth ETF
IWO
$12.4B
-9,036
Closed -$1.21M
IYC icon
2056
iShares US Consumer Discretionary ETF
IYC
$1.72B
-2,542
Closed -$351K
JKS
2057
JinkoSolar
JKS
$1.19B
-17,110
Closed -$377K
JYNT icon
2058
The Joint Corp
JYNT
$165M
-25,000
Closed -$161K
KBH icon
2059
KB Home
KBH
$4.32B
-108,741
Closed -$1.47M
LPL icon
2060
LG Display
LPL
$4.41B
-77,589
Closed -$745K
LPLA icon
2061
LPL Financial
LPLA
$29.2B
-24,445
Closed -$966K
LSAK icon
2062
Lesaka Technologies
LSAK
$383M
-14,220
Closed -$237K
MAIN icon
2063
Main Street Capital
MAIN
$5.93B
-75,772
Closed -$2.02M
MCY icon
2064
Mercury Insurance
MCY
$4.28B
-43,690
Closed -$2.22M
MTG icon
2065
MGIC Investment
MTG
$6.42B
-281,350
Closed -$2.6M
MTH icon
2066
Meritage Homes
MTH
$5.53B
-27,195
Closed -$1M
MTUM icon
2067
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
-325,276
Closed -$22.2M
NTCT icon
2068
NETSCOUT
NTCT
$1.79B
-5,749
Closed -$203K
NTES icon
2069
NetEase
NTES
$86.2B
-11,562
Closed -$1.41M
NWG icon
2070
NatWest
NWG
$56.3B
-10,319
Closed -$99K
OZK icon
2071
Bank OZK
OZK
$5.91B
-14,724
Closed -$648K
PAYC icon
2072
Paycom
PAYC
$12.8B
-7,011
Closed -$251K
PBA icon
2073
Pembina Pipeline
PBA
$21.9B
-103,511
Closed -$2.49M
PFM icon
2074
Invesco Dividend Achievers ETF
PFM
$722M
-11,750
Closed -$228K
PHDG icon
2075
Invesco S&P 500 Downside Hedged ETF
PHDG
$81.7M
-10,946
Closed -$264K