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
3401
– –
-161
3402
– –
-30,755
3403
– –
-20,000
3404
– –
-10,281
3405
– –
-6,829
3406
– –
-254,218
3407
– –
-64,690
3408
– –
-2,815
3409
– –
-175,804
3410
– –
-42,376
3411
– –
-384,612
3412
– –
-34,906
3413
– –
-42,287
3414
– –
-40,034
3415
– –
-26,969
3416
– –
-16,466
3417
– –
-8,645
3418
– –
-11,762
3419
– –
-1,015
3420
– –
-10,758
3421
– –
-3,302
3422
– –
-50,185
3423
– –
-4,222
3424
– –
-15,500
3425
– –
-7,609
135 136
137
138 139