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
$31.7B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,022
New
Increased
Reduced
Closed

Top Buys

1 +$318M
2 +$297M
3 +$242M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$220M
5
DIS icon
Walt Disney
DIS
+$219M

Top Sells

1 +$27.6M
2 +$27M
3 +$24.1M
4
WBD icon
Warner Bros
WBD
+$21.2M
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$19.5M

Sector Composition

1 Technology 13.23%
2 Financials 12.04%
3 Healthcare 7.35%
4 Consumer Discretionary 6.16%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$223K ﹤0.01%
+2,483
2502
$223K ﹤0.01%
+2,247
2503
$223K ﹤0.01%
+570
2504
$223K ﹤0.01%
15,020
+3,100
2505
$223K ﹤0.01%
4,356
-4,984
2506
$222K ﹤0.01%
13,280
-59,066
2507
$222K ﹤0.01%
11,930
-27
2508
$222K ﹤0.01%
1,812
-32,727
2509
$222K ﹤0.01%
4,523
-64
2510
$222K ﹤0.01%
4,208
-15,150
2511
$222K ﹤0.01%
+4,291
2512
$222K ﹤0.01%
+3,499
2513
$221K ﹤0.01%
+3,658
2514
$221K ﹤0.01%
+5,604
2515
$221K ﹤0.01%
2,385
-7,614
2516
$221K ﹤0.01%
7,243
-2,977
2517
$221K ﹤0.01%
+5,615
2518
$220K ﹤0.01%
19,427
+2,827
2519
$220K ﹤0.01%
2,088
2520
$220K ﹤0.01%
+2,987
2521
$220K ﹤0.01%
3,824
-4,822
2522
$219K ﹤0.01%
5,049
-1,445
2523
$219K ﹤0.01%
+5,879
2524
$219K ﹤0.01%
+460
2525
$218K ﹤0.01%
+5,661