HighTower Advisors Portfolio holdings
AUM
$79.8B
1-Year Return
17.44%
This Quarter Return
+2.22%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$5.12B
AUM Growth
+$262M
(+5.4%)
Cap. Flow
+$191M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
13.25%
Holding
1,665
New
178
Increased
682
Reduced
476
Closed
162
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$20.3M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$16.8M |
| 3 |
Apple
AAPL
|
+$13.2M |
| 4 |
Murphy USA
MUSA
|
+$11.4M |
| 5 |
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
|
+$9.73M |
Top Sells
| 1 |
Vodafone
VOD
|
+$51.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$19.4M |
| 3 |
iShares Core High Dividend ETF
HDV
|
+$13.8M |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$13.2M |
| 5 |
Alerian MLP ETF
AMLP
|
+$10.2M |
Sector Composition
| 1 | Energy | 15.38% |
| 2 | Technology | 10.27% |
| 3 | Healthcare | 9.62% |
| 4 | Industrials | 9.25% |
| 5 | Financials | 8.13% |
