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
$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 11.32%
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
-10,000
3002
-64,964
3003
-62,596
3004
-40,000
3005
-16,650
3006
-44,997
3007
-440
3008
-11,586
3009
-5,534
3010
-49,404
3011
-252,657
3012
-211,498
3013
-256
3014
-11,175
3015
-12,943
3016
-50,000
3017
-144,953
3018
-25,000
3019
-685,626
3020
-3,801
3021
-16,777
3022
-93,767
3023
-25
3024
-11,167
3025
-184