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
626
$3.52M 0.03%
92,965
+2,401
627
$3.52M 0.03%
77,775
-2,445
628
$3.51M 0.03%
15,389
-767
629
$3.5M 0.03%
24,990
+132
630
$3.49M 0.03%
69,651
+53,531
631
$3.49M 0.03%
34,416
-15,736
632
$3.48M 0.03%
284,128
+6,425
633
$3.47M 0.03%
54,573
-8,031
634
$3.47M 0.03%
38,584
+1,416
635
$3.46M 0.02%
151,874
+79,280
636
$3.46M 0.02%
225,233
-1,000
637
$3.44M 0.02%
152,578
-111,850
638
$3.44M 0.02%
63,061
+858
639
$3.43M 0.02%
49,240
+156
640
$3.43M 0.02%
26,512
-683
641
$3.42M 0.02%
104,746
-3,241
642
$3.42M 0.02%
244,010
-65,651
643
$3.4M 0.02%
100,828
-634
644
$3.38M 0.02%
54,340
-1,628
645
$3.38M 0.02%
395,100
646
$3.37M 0.02%
64,781
+429
647
$3.37M 0.02%
102,772
-186
648
$3.37M 0.02%
22,803
+1,810
649
$3.35M 0.02%
85,006
+2,255
650
$3.35M 0.02%
65,093
+21,539
24 25
26
27 28