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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1 +$70.8M
2 +$59.4M
3 +$57.6M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$48.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.3M

Sector Composition

1 Technology 12.47%
2 Financials 11.33%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
-211,498
3002
-256
3003
-11,175
3004
-12,943
3005
-50,000
3006
-144,953
3007
-25,000
3008
-12,208
3009
-10,879
3010
-25,280
3011
-1,224
3012
-100,000
3013
-3,801
3014
-16,777
3015
-93,767
3016
-25
3017
-8,014
3018
-9,555
3019
-11,183
3020
-6,596
3021
-20,674
3022
-14,879
3023
-5,246
3024
-3,800
3025
-3,639