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
901
$1.67M 0.01%
59,750
+922
902
$1.65M 0.01%
58,858
-7,478
903
$1.65M 0.01%
37,531
-217
904
$1.65M 0.01%
44,550
-1,950
905
$1.64M 0.01%
88,722
-2,597
906
$1.64M 0.01%
87,867
-4,728
907
$1.64M 0.01%
49,340
908
$1.63M 0.01%
226,964
+3,422
909
$1.63M 0.01%
44,462
-28,975
910
$1.63M 0.01%
62,817
-1,581
911
$1.63M 0.01%
136,343
-1,094
912
$1.62M 0.01%
17,606
+259
913
$1.62M 0.01%
+71,443
914
$1.62M 0.01%
25,177
-4,522
915
$1.62M 0.01%
42,156
+1,968
916
$1.61M 0.01%
114,479
+3,488
917
$1.61M 0.01%
122,309
+2,473
918
$1.61M 0.01%
11,601
+5,839
919
$1.6M 0.01%
61,900
+33,200
920
$1.59M 0.01%
147,000
-25,000
921
$1.57M 0.01%
25,702
-1,379
922
$1.57M 0.01%
42,245
-110
923
$1.57M 0.01%
69,266
+38,664
924
$1.57M 0.01%
28,286
-2,028
925
$1.56M 0.01%
5,541
+1,672
35 36
37
38 39