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
$13.9B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,298
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$46.6M
3
+$42.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.3M

Top Sells

1
+$22.9M
2
+$13.8M
3
+$13.6M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$13.4M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$13.1M

Sector Composition

1 Technology 11.23%
2 Healthcare 9.72%
3 Financials 9.67%
4 Industrials 7.05%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.2M 0.09%
518,659
-60,244
252
$12.1M 0.09%
156,179
-22,882
253
$12M 0.09%
352,364
+339
254
$12M 0.09%
177,330
+6,061
255
$11.9M 0.09%
311,230
+255,470
256
$11.9M 0.09%
84,539
-3,027
257
$11.9M 0.09%
461,974
+31,627
258
$11.9M 0.09%
254,642
-27,852
259
$11.8M 0.09%
210,070
-5,793
260
$11.8M 0.09%
240,868
-17,934
261
$11.8M 0.08%
663,976
+114,769
262
$11.7M 0.08%
33,321
+863
263
$11.7M 0.08%
157,733
-280
264
$11.7M 0.08%
28,980
+10,223
265
$11.6M 0.08%
522,404
+16,234
266
$11.6M 0.08%
133,832
-324
267
$11.6M 0.08%
188,306
+4,204
268
$11.6M 0.08%
480,439
+19,209
269
$11.4M 0.08%
126,822
+2,616
270
$11.4M 0.08%
150,190
-5,135
271
$11.3M 0.08%
331,670
+6,502
272
$11.3M 0.08%
214,158
+9,800
273
$11.3M 0.08%
99,799
-19,058
274
$11.2M 0.08%
279,320
+8,332
275
$11.1M 0.08%
64,098
+4,264
9 10
11
12 13