HighTower Advisors Portfolio holdings
AUM
$79.8B
1-Year Return
17.44%
This Quarter Return
-12.71%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$38.7B
AUM Growth
-$6.15B
(-14%)
Cap. Flow
+$380M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
18.64%
Holding
3,289
New
215
Increased
1,254
Reduced
1,306
Closed
308
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$74.8M |
| 2 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$64.2M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$56.9M |
| 4 |
Amazon
AMZN
|
+$51.5M |
| 5 |
Vanguard Value ETF
VTV
|
+$48.6M |
Top Sells
| 1 |
Target
TGT
|
+$92M |
| 2 |
GSK
GSK
|
+$57.1M |
| 3 |
Invesco S&P 500 Equal Weight Materials ETF
RSPM
|
+$36M |
| 4 |
First Trust North American Energy Infrastructure Fund
EMLP
|
+$33.5M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$32.7M |
Sector Composition
| 1 | Technology | 12.82% |
| 2 | Financials | 11.06% |
| 3 | Healthcare | 8.98% |
| 4 | Consumer Discretionary | 6.2% |
| 5 | Consumer Staples | 4.64% |
