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

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
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
326
$20.8M 0.06%
168,054
-2,463
327
$20.6M 0.06%
564,786
+125,444
328
$20.6M 0.06%
207,076
-6,265
329
$20.4M 0.05%
164,370
+1,836
330
$20.2M 0.05%
135,468
+8,305
331
$20.1M 0.05%
295,499
+32,445
332
$20.1M 0.05%
755,475
-2,662
333
$20M 0.05%
488,236
+81,338
334
$19.9M 0.05%
163,890
+12,329
335
$19.9M 0.05%
487,113
-6,808
336
$19.9M 0.05%
468,503
+1,728
337
$19.8M 0.05%
1,133,740
-112,896
338
$19.8M 0.05%
831,378
+11,336
339
$19.6M 0.05%
264,417
+29,093
340
$19.6M 0.05%
399,760
+25,322
341
$19.6M 0.05%
501,780
-8,786
342
$19.6M 0.05%
51,537
+8,204
343
– –
-727,485
344
$19.4M 0.05%
190,920
+2,472
345
$19.4M 0.05%
493,148
-127,137
346
$19.3M 0.05%
+307,065
347
$19.3M 0.05%
425,955
+15,242
348
$19.3M 0.05%
380,140
+8,910
349
$19.2M 0.05%
822,049
+16,044
350
$19.2M 0.05%
966,412
-89,675
12 13
14
15 16