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
$61.7B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,611
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$87.1M
3
+$81.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$80.1M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$77.6M

Top Sells

1
+$445M
2
+$194M
3
+$174M
4
AAPL icon
Apple
AAPL
+$155M
5
MSFT icon
Microsoft
MSFT
+$127M

Sector Composition

1 Technology 13.41%
2 Financials 10.17%
3 Healthcare 6.78%
4 Consumer Discretionary 6.47%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$320K ﹤0.01%
12,728
2602
$320K ﹤0.01%
+11,499
2603
$320K ﹤0.01%
+2,257
2604
$319K ﹤0.01%
3,467
-699
2605
$319K ﹤0.01%
4,400
-110
2606
$319K ﹤0.01%
11,593
-15,368
2607
$319K ﹤0.01%
6,419
-1,074
2608
$318K ﹤0.01%
15,066
+206
2609
$318K ﹤0.01%
11,875
-13,931
2610
$317K ﹤0.01%
3,246
+341
2611
$317K ﹤0.01%
16,854
-235
2612
$317K ﹤0.01%
7,602
-3,788
2613
$316K ﹤0.01%
4,495
2614
$316K ﹤0.01%
2,951
-613
2615
$316K ﹤0.01%
3,245
-450
2616
$316K ﹤0.01%
14,929
-659
2617
$315K ﹤0.01%
3,150
2618
$315K ﹤0.01%
+7,484
2619
$315K ﹤0.01%
4,150
-4,188
2620
$314K ﹤0.01%
9,487
+1,598
2621
$314K ﹤0.01%
1,420
-887
2622
$314K ﹤0.01%
407
-564
2623
$313K ﹤0.01%
999
+330
2624
$312K ﹤0.01%
19,064
+945
2625
$312K ﹤0.01%
37,727
+22,591
103 104
105
106 107