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
1101
$1.05M 0.01%
83,408
1102
$1.05M 0.01%
8,529
+273
1103
$1.05M 0.01%
27,104
-235
1104
$1.05M 0.01%
140,000
1105
$1.04M 0.01%
21,964
+640
1106
$1.04M 0.01%
18,704
+77
1107
$1.03M 0.01%
52,821
-93
1108
$1.03M 0.01%
18,404
+5,320
1109
$1.03M 0.01%
41,550
+7,703
1110
$1.03M 0.01%
14,069
+264
1111
$1.02M 0.01%
49,512
+1,400
1112
$1.02M 0.01%
25,166
-47,624
1113
$1.02M 0.01%
37,828
-1,546
1114
$1.02M 0.01%
14,116
-5
1115
$1.02M 0.01%
28,793
-27
1116
$1.02M 0.01%
22,193
-5,001
1117
$1.02M 0.01%
16,595
-69
1118
$1.02M 0.01%
16,878
+682
1119
$1.01M 0.01%
16,973
-2,545
1120
$1.01M 0.01%
292,993
+275,003
1121
$1.01M 0.01%
26,112
+664
1122
$1M 0.01%
+55,404
1123
$1M 0.01%
+27,916
1124
$999K 0.01%
28,999
+9,502
1125
$997K 0.01%
8,315
+448
43 44
45
46 47