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
3501
-15,992
3502
-10,448
3503
-13,614
3504
-12,740
3505
-2,062
3506
-554
3507
-127,867
3508
-11,042
3509
-15,375
3510
-12,001
3511
-15,252
3512
-9,937
3513
-2,869
3514
-7,530
3515
-10,297
3516
-11,313
3517
-160,000
3518
-11,913
3519
-10,816
3520
-138,187
3521
-7,029
3522
-219,782
3523
-4,435
3524
-38,447
3525
-18,933