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
376
$18M 0.05%
83,291
-945
377
$17.9M 0.05%
259,137
+15,035
378
$17.9M 0.05%
380,040
+14,700
379
$17.8M 0.05%
146,775
-17,468
380
$17.8M 0.05%
824,916
+722,386
381
$17.5M 0.05%
29,583
-279
382
$17.5M 0.05%
63,486
-3,086
383
$17.5M 0.05%
352,551
+18,865
384
$17.5M 0.05%
170,558
-109,746
385
$17.4M 0.05%
536,680
-2,147
386
$17.4M 0.05%
435,711
+40,323
387
$17.3M 0.05%
362,146
-3,107
388
$17.3M 0.05%
767,112
-14,920
389
$17.1M 0.05%
238,445
+11,444
390
$17.1M 0.05%
919,410
+257,991
391
$17M 0.05%
189,089
-44,801
392
$16.9M 0.05%
275,647
+12
393
$16.8M 0.05%
10,134
+168
394
$16.6M 0.04%
350,915
+3,958
395
$16.6M 0.04%
210,398
-146,981
396
$16.6M 0.04%
247,231
+67,964
397
$16.5M 0.04%
177,457
+13,666
398
$16.4M 0.04%
253,818
+61,881
399
$16.3M 0.04%
355,929
+112,283
400
$16.2M 0.04%
325,972
+75,330
14 15
16
17 18