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
$59.5B
AUM Growth
+$6.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,570
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$74.5M
3
+$52.9M
4
BND icon
Vanguard Total Bond Market
BND
+$50.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.2M

Top Sells

1
+$33.8M
2
+$33.5M
3
+$33M
4
IAU icon
iShares Gold Trust
IAU
+$31.3M
5
TFC icon
Truist Financial
TFC
+$29.3M

Sector Composition

1 Technology 13.99%
2 Financials 10.34%
3 Healthcare 7.01%
4 Consumer Discretionary 6.47%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$11.4M 0.02%
113,344
+3,061
652
$11.4M 0.02%
597,037
-25,083
653
$11.4M 0.02%
354,463
+28,468
654
$11.4M 0.02%
84,482
+3,924
655
$11.3M 0.02%
197,692
-5,915
656
$11.3M 0.02%
70,560
-1,873
657
$11.3M 0.02%
47,357
-69
658
$11.2M 0.02%
121,853
+2,683
659
$11.2M 0.02%
561,314
+1,003
660
$11.2M 0.02%
200,817
+118,052
661
$11.2M 0.02%
131,503
+84,706
662
$11.1M 0.02%
67,619
+2,243
663
$11.1M 0.02%
337,980
+4,441
664
$11.1M 0.02%
235,998
+900
665
$11.1M 0.02%
380,655
-8,490
666
$11.1M 0.02%
224,875
-62,595
667
$11.1M 0.02%
144,979
-18,317
668
$11.1M 0.02%
232,367
+166,272
669
$11M 0.02%
43,152
-150
670
$11M 0.02%
226,896
-3,690
671
$10.9M 0.02%
880,649
+30,946
672
$10.9M 0.02%
528,030
+18,291
673
$10.9M 0.02%
141,694
+67,331
674
$10.9M 0.02%
455,082
-65,982
675
– –
0
25 26
27
28 29