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
$45.8B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,336
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42.6M
3
+$41.9M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$39.2M
5
SIXH icon
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
+$37.4M

Top Sells

1
+$41.5M
2
+$36.7M
3
+$34.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$33.1M
5
ARCC icon
Ares Capital
ARCC
+$30.9M

Sector Composition

1 Technology 13.31%
2 Financials 10.25%
3 Healthcare 7.82%
4 Consumer Discretionary 6%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
$40K ﹤0.01%
15,004
3002
$40K ﹤0.01%
1,253
3003
$40K ﹤0.01%
+14,619
3004
$39K ﹤0.01%
14,026
-798
3005
$39K ﹤0.01%
+24,000
3006
$37K ﹤0.01%
11,233
-269
3007
$37K ﹤0.01%
10,340
3008
$37K ﹤0.01%
2,399
+257
3009
$35K ﹤0.01%
13,000
3010
$35K ﹤0.01%
3,591
+765
3011
$34K ﹤0.01%
12,067
+1,000
3012
$34K ﹤0.01%
143
3013
$34K ﹤0.01%
2,420
3014
$33K ﹤0.01%
2,826
3015
$32K ﹤0.01%
7,347
-250
3016
$32K ﹤0.01%
12,087
+2,320
3017
$31K ﹤0.01%
4,374
3018
$31K ﹤0.01%
23,253
-2,710
3019
$30K ﹤0.01%
31,759
+2,243
3020
$30K ﹤0.01%
11,104
3021
$30K ﹤0.01%
26,762
3022
$30K ﹤0.01%
12,103
+1,286
3023
$30K ﹤0.01%
1,301
3024
$29K ﹤0.01%
14,035
3025
$29K ﹤0.01%
15,708
119 120
121
122 123