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
2801
$24K ﹤0.01%
+21
2802
$24K ﹤0.01%
1,444
+50
2803
$22K ﹤0.01%
+12,360
2804
$22K ﹤0.01%
1,600
+200
2805
$21K ﹤0.01%
+1,907
2806
$20K ﹤0.01%
26,632
-33,968
2807
$18K ﹤0.01%
+150
2808
$18K ﹤0.01%
11,497
2809
$17K ﹤0.01%
10,000
2810
$16K ﹤0.01%
+247
2811
$15K ﹤0.01%
21
+1
2812
$15K ﹤0.01%
1,010
-3,840
2813
$14K ﹤0.01%
1,361
2814
$13K ﹤0.01%
507
-1,993
2815
$5K ﹤0.01%
12,204
-158
2816
– –
-311,217
2817
– –
-950
2818
– –
-22,503
2819
– –
-14,780
2820
– –
-263,069
2821
– –
-118,902
2822
– –
-10,750
2823
– –
-7,599
2824
– –
-61,562
2825
– –
-2,515
111 112
113
114 115