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
2876
– –
-13,000
2877
– –
-114,576
2878
– –
-23,100
2879
– –
-81,549
2880
– –
-172,638
2881
– –
-588
2882
– –
-12
2883
– –
-104,204
2884
– –
-7,764
2885
– –
-400
2886
– –
-64,000
2887
– –
-8,032
2888
– –
-140,930
2889
– –
-5,370
2890
– –
-910,555
2891
– –
-156,915
2892
– –
-578
2893
– –
-4,959
2894
– –
-1,260
2895
– –
-1,790
2896
– –
-13,354
2897
– –
-6,210
2898
– –
-1,300
2899
– –
-9,462
2900
– –
-534
114 115
116
117 118