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
$13.9B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,298
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$46.6M
3
+$42.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.3M

Top Sells

1
+$22.9M
2
+$13.8M
3
+$13.6M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$13.4M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$13.1M

Sector Composition

1 Technology 11.23%
2 Healthcare 9.72%
3 Financials 9.67%
4 Industrials 7.05%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5.11M 0.04%
255,179
+140,899
502
$5.09M 0.04%
219,823
-19,976
503
$5.09M 0.04%
99,904
+9,586
504
$5.08M 0.04%
61,919
-43
505
$5.07M 0.04%
905,088
+5,785
506
$5.04M 0.04%
109,213
+11,599
507
$5.03M 0.04%
150,438
+68,194
508
$4.99M 0.04%
56,799
-2,135
509
$4.99M 0.04%
104,982
+14,239
510
$4.98M 0.04%
537,910
-68,125
511
$4.94M 0.04%
210,700
-36,180
512
$4.93M 0.04%
202,852
+42
513
$4.93M 0.04%
287,943
-126,976
514
$4.91M 0.04%
44,438
-13,782
515
$4.91M 0.04%
121,181
-4,229
516
$4.9M 0.04%
188,197
+36,804
517
$4.88M 0.04%
1,822
+1
518
$4.87M 0.04%
166,988
+23,951
519
$4.87M 0.04%
73,242
-10,572
520
$4.87M 0.04%
378,847
-25,302
521
$4.85M 0.03%
142,256
+2,163
522
$4.84M 0.03%
89,016
-15,020
523
$4.76M 0.03%
43,709
+1,209
524
$4.76M 0.03%
84,372
+4,391
525
$4.75M 0.03%
13,320
-311
19 20
21
22 23