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
526
$4.75M 0.03%
315,822
-60,130
527
$4.74M 0.03%
54,705
+1,610
528
$4.74M 0.03%
191,215
+73
529
$4.69M 0.03%
29,722
+9,363
530
$4.68M 0.03%
58,393
-9,978
531
$4.68M 0.03%
99,627
-7,706
532
$4.66M 0.03%
84,090
-2,068
533
$4.66M 0.03%
54,871
+2,234
534
$4.64M 0.03%
115,687
+10,750
535
$4.6M 0.03%
29,281
-1,289
536
$4.6M 0.03%
250,860
+848
537
$4.59M 0.03%
60,273
+1,660
538
$4.54M 0.03%
179,351
-2,747
539
$4.54M 0.03%
577,764
+9,375
540
$4.53M 0.03%
83,761
+16,975
541
$4.53M 0.03%
41,482
+652
542
$4.51M 0.03%
47,039
-50
543
$4.5M 0.03%
182,627
+1,407
544
$4.5M 0.03%
73,200
+2,218
545
$4.5M 0.03%
68,270
+828
546
$4.5M 0.03%
142,368
-5,488
547
$4.48M 0.03%
176,879
-154
548
$4.48M 0.03%
275,683
-37,530
549
$4.46M 0.03%
186,585
+20,982
550
$4.46M 0.03%
93,820
-3,326
20 21
22
23 24