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
501
$11.9M 0.03%
+144,503
502
$11.9M 0.03%
28,914
-5,182
503
– –
-286,229
504
$11.9M 0.03%
130,055
-16,392
505
$11.9M 0.03%
215,884
+26,600
506
$11.8M 0.03%
165,676
+110,839
507
$11.7M 0.03%
278,963
-24,497
508
$11.7M 0.03%
203,827
-4,198
509
$11.6M 0.03%
298,496
+3,769
510
$11.6M 0.03%
117,404
-2,949
511
$11.6M 0.03%
360,765
+26,325
512
$11.5M 0.03%
88,085
-6,825
513
$11.5M 0.03%
721,079
+95,846
514
$11.5M 0.03%
35,266
+2,503
515
$11.5M 0.03%
498,814
-14,682
516
$11.4M 0.03%
118,888
-4,071
517
$11.4M 0.03%
546,060
-2,645
518
$11.4M 0.03%
554,470
+41,770
519
$11.4M 0.03%
66,312
-4,451
520
$11.4M 0.03%
713,403
+199,299
521
$11.4M 0.03%
249,165
+3,818
522
$11.3M 0.03%
208,831
+7,589
523
$11.3M 0.03%
158,766
524
$11.3M 0.03%
66,551
-3,456
525
$11.3M 0.03%
233,981
+2,930
19 20
21
22 23