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
$11.2B
AUM Growth
+$729M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.4M
3
+$16M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.6M
5
SCL icon
Stepan Co
SCL
+$13.1M

Top Sells

1
+$99.5M
2
+$14.5M
3
+$14.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.7M

Sector Composition

1 Technology 9.91%
2 Healthcare 9.87%
3 Financials 8.65%
4 Industrials 8.2%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1.06M 0.01%
185,689
-50,491
1027
$1.05M 0.01%
+60,845
1028
$1.05M 0.01%
21,414
-66
1029
$1.05M 0.01%
50,345
-153
1030
$1.05M 0.01%
141,973
-3,487
1031
$1.05M 0.01%
69,067
-661
1032
$1.04M 0.01%
37,488
+6,990
1033
$1.03M 0.01%
20,945
-3,983
1034
$1.03M 0.01%
15,201
-32,110
1035
$1.03M 0.01%
12,378
+3,707
1036
$1.03M 0.01%
10,613
+1,469
1037
$1.02M 0.01%
17,002
+332
1038
$1.02M 0.01%
21,715
+2,038
1039
$1.02M 0.01%
23,238
+2,870
1040
$1.01M 0.01%
11,246
-6,408
1041
$1.01M 0.01%
52,601
1042
$1M 0.01%
125,728
-13,048
1043
$1M 0.01%
+61,990
1044
$1M 0.01%
44,661
+35,961
1045
$1M 0.01%
84,429
-1,750
1046
$999K 0.01%
21,500
1047
$998K 0.01%
6,156
-50,866
1048
$996K 0.01%
21,081
+3,444
1049
$992K 0.01%
19,576
+2,088
1050
$991K 0.01%
+15,294
40 41
42
43 44