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
1126
$996K 0.01%
59,440
+49
1127
$995K 0.01%
133,353
+58
1128
$994K 0.01%
128,321
-2,663
1129
$992K 0.01%
22,040
-12,415
1130
$991K 0.01%
15,037
-1,310
1131
$989K 0.01%
4,030
-56
1132
$986K 0.01%
131,607
1133
$985K 0.01%
81,235
+23,340
1134
$980K 0.01%
33,592
+546
1135
$980K 0.01%
36,351
+24,673
1136
$980K 0.01%
16,008
-456
1137
$976K 0.01%
18,309
-11,645
1138
$975K 0.01%
11,624
-8,420
1139
$974K 0.01%
17,126
1140
$972K 0.01%
9,193
+131
1141
$969K 0.01%
21,304
+4,618
1142
$966K 0.01%
29,273
-1,016
1143
$964K 0.01%
46,423
+1,874
1144
$954K 0.01%
34,099
+3
1145
$953K 0.01%
25,634
+35
1146
$953K 0.01%
22,616
+128
1147
$952K 0.01%
63,881
+27,881
1148
$950K 0.01%
5,267
-52
1149
$947K 0.01%
29,360
+1,836
1150
$945K 0.01%
340,000
44 45
46
47 48