HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.5B
AUM Growth
+$6.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,570
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$74.5M
3
+$52.9M
4
BND icon
Vanguard Total Bond Market
BND
+$50.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.2M

Top Sells

1
+$33.8M
2
+$33.5M
3
+$33M
4
IAU icon
iShares Gold Trust
IAU
+$31.3M
5
TFC icon
Truist Financial
TFC
+$29.3M

Sector Composition

1 Technology 13.99%
2 Financials 10.34%
3 Healthcare 7.01%
4 Consumer Discretionary 6.47%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3351
– –
-10,050
3352
– –
-10,784
3353
– –
-367
3354
– –
-11,992
3355
– –
-14,297
3356
– –
-13,535
3357
– –
-1,806
3358
– –
-4,972
3359
– –
-14,025
3360
– –
-11,812
3361
– –
-8,119
3362
– –
-11,716
3363
– –
-10,599
3364
– –
-25,708
3365
– –
-13,206
3366
– –
-31,200
3367
– –
-19,506
3368
– –
-32,419
3369
– –
-237,948
3370
– –
-68,021
3371
– –
-3,594
3372
– –
-50,000
3373
– –
-10,934
3374
– –
-19,204
3375
– –
-16,037
133 134
135
136 137