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
751
$5.6M 0.02%
94,441
+27,931
752
$5.6M 0.02%
83,387
+245
753
$5.6M 0.02%
251,204
+13,172
754
$5.59M 0.02%
330,030
+25,576
755
$5.59M 0.02%
32,860
-18,260
756
$5.58M 0.02%
843,241
-4,240
757
$5.57M 0.01%
110,333
+8,501
758
$5.56M 0.01%
216,017
-17,867
759
$5.54M 0.01%
114,439
+100,244
760
$5.53M 0.01%
27,934
+6,949
761
$5.53M 0.01%
224,320
+200,643
762
$5.49M 0.01%
250,324
+27,113
763
$5.49M 0.01%
30,506
-7,561
764
$5.46M 0.01%
37,763
+3,643
765
$5.45M 0.01%
1,497,727
+191,536
766
$5.45M 0.01%
39,546
+24,140
767
$5.44M 0.01%
439,634
-129,134
768
$5.43M 0.01%
538,549
+11,950
769
$5.43M 0.01%
68,248
+7,622
770
$5.4M 0.01%
34,257
-2,750
771
$5.39M 0.01%
79,501
+5,840
772
$5.37M 0.01%
552,193
+67,683
773
$5.37M 0.01%
193,710
-732,032
774
$5.34M 0.01%
206,610
-94,720
775
$5.33M 0.01%
99,363
-21,683
29 30
31
32 33