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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2.08M 0.01%
+81,941
1202
$2.07M 0.01%
208,385
1203
$2.07M 0.01%
38,476
-1,307
1204
$2.07M 0.01%
54,805
-7,090
1205
$2.07M 0.01%
46,023
-685
1206
$2.07M 0.01%
38,869
+469
1207
$2.07M 0.01%
61,473
+1,022
1208
$2.06M 0.01%
31,395
+59
1209
$2.06M 0.01%
25,646
-8,380
1210
$2.06M 0.01%
25,575
-1,551
1211
$2.06M 0.01%
35,672
-1,236
1212
$2.06M 0.01%
62,536
-5,858
1213
$2.05M 0.01%
31,793
+1,708
1214
$2.05M 0.01%
203,512
-175
1215
$2.05M 0.01%
66,863
+12,484
1216
$2.05M 0.01%
507,731
-1,027
1217
$2.05M 0.01%
124,636
-24,680
1218
$2.04M 0.01%
95,837
-4,241
1219
$2.03M 0.01%
206,157
-20,000
1220
$2.02M 0.01%
10,051
-231
1221
$2.02M 0.01%
44,887
-2,224
1222
$2.02M 0.01%
19,244
+922
1223
$2.02M 0.01%
29,119
+1
1224
$2.01M 0.01%
12,361
+301
1225
$2.01M 0.01%
7,657
-1,059
47 48
49
50 51