HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
2851
– –
-10,000
2852
– –
-129,584
2853
– –
-225,181
2854
– –
-62,500
2855
– –
-10,010
2856
– –
-27,009
2857
– –
-2,437
2858
– –
-951,437
2859
– –
-24,964
2860
– –
-12,510
2861
– –
-78,913
2862
– –
-54,629
2863
– –
-21,725
2864
– –
-4,343
2865
– –
-21,124
2866
– –
-105,115
2867
– –
-41,838
2868
– –
-3,280
2869
– –
-8,368
2870
– –
-15,000
2871
– –
-10,566
2872
– –
-7,396
2873
– –
-4,964
2874
– –
-22,267
2875
– –
-14,473
113 114
115
116 117