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
1001
$1.35M 0.01%
6,679
-2,310
1002
$1.34M 0.01%
9,263
-33,457
1003
$1.34M 0.01%
115,953
+3,712
1004
$1.34M 0.01%
7,196
+2,108
1005
$1.33M 0.01%
22,580
-1,627
1006
$1.33M 0.01%
101,078
-765
1007
$1.33M 0.01%
7,404
+615
1008
$1.32M 0.01%
80,556
-4,824
1009
$1.32M 0.01%
22,635
+489
1010
$1.32M 0.01%
40,717
+8,056
1011
$1.31M 0.01%
15,270
-39
1012
$1.31M 0.01%
18,512
+2,917
1013
$1.3M 0.01%
10,306
-4
1014
$1.3M 0.01%
29,836
+4,786
1015
$1.3M 0.01%
3,624
+921
1016
$1.3M 0.01%
11,054
-5,098
1017
$1.3M 0.01%
29,703
-839
1018
$1.29M 0.01%
72,678
-9,112
1019
$1.29M 0.01%
60,060
-74,253
1020
$1.28M 0.01%
15,552
+497
1021
$1.28M 0.01%
28,626
+1,221
1022
$1.27M 0.01%
52,498
+14,059
1023
$1.27M 0.01%
25,106
-2,620
1024
$1.27M 0.01%
32,210
-3,490
1025
$1.26M 0.01%
29,646
+1,271
39 40
41
42 43