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
$59.5B
AUM Growth
+$6.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,570
New
Increased
Reduced
Closed

Top Buys

1 +$117M
2 +$74.5M
3 +$52.9M
4
BND icon
Vanguard Total Bond Market
BND
+$50.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.2M

Top Sells

1 +$33.8M
2 +$33.5M
3 +$33M
4
IAU icon
iShares Gold Trust
IAU
+$31.3M
5
TFC icon
Truist Financial
TFC
+$29.3M

Sector Composition

1 Technology 13.99%
2 Financials 10.34%
3 Healthcare 7.01%
4 Consumer Discretionary 6.47%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$4.46M 0.01%
184,352
-792
1027
$4.45M 0.01%
155,827
+41,154
1028
$4.44M 0.01%
96,528
+482
1029
$4.42M 0.01%
36,499
+11,087
1030
$4.41M 0.01%
35,543
+693
1031
$4.39M 0.01%
26,022
-13,084
1032
$4.38M 0.01%
243,017
+5,993
1033
$4.37M 0.01%
50,406
+2,705
1034
$4.37M 0.01%
33,009
-11,836
1035
$4.36M 0.01%
385,674
+5,885
1036
$4.36M 0.01%
272,623
+227,957
1037
$4.36M 0.01%
521,744
-5,420
1038
$4.35M 0.01%
227,172
+108,008
1039
$4.34M 0.01%
145,383
+9,804
1040
$4.33M 0.01%
228,755
-32,575
1041
$4.32M 0.01%
14,556
-405
1042
$4.3M 0.01%
31,727
-2,153
1043
$4.3M 0.01%
113,170
+9,944
1044
$4.29M 0.01%
91,049
+13,677
1045
$4.28M 0.01%
55,891
+26,357
1046
$4.27M 0.01%
76,868
-22,317
1047
$4.25M 0.01%
237,026
+123,126
1048
$4.25M 0.01%
25,869
+172
1049
$4.24M 0.01%
78,635
-5,937
1050
$4.24M 0.01%
12,871
+176