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
476
$12.9M 0.03%
501,166
-195,061
477
$12.8M 0.03%
599,347
-11,873
478
$12.7M 0.03%
503,762
+19,256
479
$12.7M 0.03%
396,848
+91,459
480
$12.7M 0.03%
140,980
-546
481
$12.7M 0.03%
311,181
+123,704
482
$12.7M 0.03%
79,142
+26
483
$12.7M 0.03%
206,516
+879
484
$12.7M 0.03%
455,520
-2,240
485
$12.6M 0.03%
256,453
+25,982
486
$12.6M 0.03%
475,317
-80,070
487
$12.6M 0.03%
247,926
+21,146
488
– –
-313,046
489
$12.5M 0.03%
165,413
+1,757
490
$12.5M 0.03%
167,851
-6,475
491
$12.5M 0.03%
1,115,625
-140,335
492
$12.4M 0.03%
487,483
+238,299
493
$12.3M 0.03%
85,011
-1,708
494
$12.3M 0.03%
577,153
+497,504
495
$12.2M 0.03%
113,973
+43,335
496
$12.2M 0.03%
532,864
+6,770
497
$12M 0.03%
453,748
+55,616
498
$12M 0.03%
498,195
+7,228
499
$12M 0.03%
100,342
+3,509
500
$12M 0.03%
285,077
+1,122
18 19
20
21 22