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
651
$7.76M 0.02%
279,065
-137,845
652
$7.75M 0.02%
36,676
+1,292
653
$7.75M 0.02%
60,942
+1,683
654
$7.74M 0.02%
223,784
+62,121
655
$7.71M 0.02%
208,615
+44,820
656
$7.6M 0.02%
227,770
-10,909
657
$7.53M 0.02%
187,362
-3,221
658
$7.47M 0.02%
193,104
+2,167
659
$7.46M 0.02%
112,771
+2,919
660
$7.4M 0.02%
244,126
+97,114
661
$7.35M 0.02%
73,790
+40,780
662
$7.31M 0.02%
208,722
+9,048
663
$7.29M 0.02%
609,395
-4,906
664
$7.27M 0.02%
191,047
+13,193
665
$7.26M 0.02%
165,275
-811
666
$7.25M 0.02%
194,150
-6,625
667
$7.24M 0.02%
101,568
-1,552
668
$7.23M 0.02%
109,614
-5,818
669
$7.23M 0.02%
150,375
+35,025
670
$7.22M 0.02%
434,171
+189,985
671
$7.2M 0.02%
+428,892
672
$7.19M 0.02%
353,481
+37,697
673
$7.17M 0.02%
59,515
-12,123
674
$7.12M 0.02%
720,762
-78,737
675
$7.1M 0.02%
20,773
+8,860
25 26
27
28 29