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
751
$2.57M 0.02%
152,614
+8,270
752
$2.57M 0.02%
89,739
-10,689
753
$2.56M 0.02%
59,718
-17,880
754
$2.55M 0.02%
25,566
+14,565
755
$2.53M 0.02%
31,432
-102
756
$2.53M 0.02%
30,144
-87
757
$2.53M 0.02%
66,675
+5,336
758
$2.52M 0.02%
80,630
-1,836
759
$2.52M 0.02%
3,238
-1
760
$2.5M 0.02%
87,041
+2,808
761
$2.49M 0.02%
29,219
-183
762
$2.49M 0.02%
201,989
+5,667
763
$2.45M 0.02%
67,767
+3,195
764
$2.45M 0.02%
94,701
-1,916
765
$2.45M 0.02%
48,336
+641
766
$2.43M 0.02%
78,879
+3,175
767
$2.42M 0.02%
21,831
+638
768
$2.42M 0.02%
36,385
-519
769
$2.41M 0.02%
65,766
-949
770
$2.4M 0.02%
+40,523
771
$2.4M 0.02%
75,136
+1,001
772
$2.4M 0.02%
81,732
+36,048
773
$2.38M 0.02%
31,102
+67
774
$2.38M 0.02%
60,150
-3,113
775
$2.37M 0.02%
169,927
-91,485
29 30
31
32 33