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
801
$2.18M 0.02%
175,805
+4,568
802
$2.17M 0.02%
179,445
-2,193
803
$2.15M 0.02%
49,294
+28,772
804
$2.15M 0.02%
32,214
+4,103
805
$2.14M 0.02%
229,793
-13,097
806
$2.14M 0.02%
+43,512
807
$2.13M 0.02%
33,632
+29,311
808
$2.12M 0.02%
175,648
+7,978
809
$2.11M 0.02%
50,166
+30,861
810
$2.1M 0.02%
70,846
-2,152
811
$2.1M 0.02%
15,445
+1,526
812
$2.1M 0.02%
32,373
+4,731
813
$2.1M 0.02%
50,751
-3,924
814
$2.09M 0.02%
+157,377
815
$2.08M 0.02%
51,467
-26,341
816
$2.08M 0.02%
99,978
-2,614
817
$2.06M 0.01%
42,050
+1,425
818
$2.05M 0.01%
46,452
-3,828
819
$2.05M 0.01%
37,734
-3,595
820
$2.05M 0.01%
65,650
+5,671
821
$2.04M 0.01%
153,870
+810
822
$2.04M 0.01%
9,047
+70
823
$2.03M 0.01%
8,501
+6,333
824
$2.03M 0.01%
29,298
-104
825
$2.02M 0.01%
37,912
+1,582
31 32
33
34 35