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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$224K ﹤0.01%
4,498
-35
2502
$224K ﹤0.01%
+8,287
2503
$224K ﹤0.01%
10,786
-272
2504
$224K ﹤0.01%
29,876
-1,497
2505
$223K ﹤0.01%
+9,004
2506
$223K ﹤0.01%
13,715
-1,955
2507
$223K ﹤0.01%
3,836
-503
2508
$223K ﹤0.01%
+20,359
2509
$223K ﹤0.01%
+9,424
2510
$222K ﹤0.01%
+14,144
2511
$221K ﹤0.01%
14,369
+140
2512
$221K ﹤0.01%
10,000
2513
$220K ﹤0.01%
250,498
2514
$220K ﹤0.01%
22,076
-865,884
2515
$220K ﹤0.01%
22,000
-4,051
2516
$220K ﹤0.01%
17,225
+238
2517
$220K ﹤0.01%
55,505
-9,034
2518
$219K ﹤0.01%
21,334
2519
$219K ﹤0.01%
+1,792
2520
$218K ﹤0.01%
10,439
+93
2521
$218K ﹤0.01%
23,910
+12,368
2522
$217K ﹤0.01%
5,597
-287
2523
$217K ﹤0.01%
3,920
-462
2524
$217K ﹤0.01%
+5,214
2525
$216K ﹤0.01%
11,500
+1,500
99 100
101
102 103