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
101
$26.8M 0.19%
160,352
+4,077
102
$25.9M 0.19%
616,252
+15,984
103
$25.9M 0.19%
380,359
+3,606
104
$25.8M 0.19%
1,050,710
+185,600
105
$25.7M 0.19%
1,022,064
+23,088
106
$25.6M 0.18%
325,471
+26,621
107
$25.6M 0.18%
1,213,318
+255,035
108
$25.3M 0.18%
3,607,160
+677,920
109
$25.3M 0.18%
132,748
+29,075
110
$25.2M 0.18%
121,854
-3,856
111
$24.8M 0.18%
577,520
-20,191
112
$24.8M 0.18%
469,692
-47,145
113
$24.6M 0.18%
454,008
-86,043
114
$24.4M 0.18%
227,830
+16,775
115
$24.4M 0.18%
92,368
-275
116
$24.4M 0.18%
216,230
-87,908
117
$24.4M 0.18%
468,313
+11,327
118
$24.2M 0.17%
880,411
+237,989
119
$24M 0.17%
540,912
+99,788
120
$23.8M 0.17%
107,011
+5,040
121
$23.7M 0.17%
157,042
+4,911
122
$23.6M 0.17%
94,567
+59,130
123
$23.4M 0.17%
425,328
-2,536
124
$23.4M 0.17%
452,085
-265,901
125
$23.4M 0.17%
343,151
-12,641
3 4
5
6 7