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
1401
$565K ﹤0.01%
9,424
+805
1402
$565K ﹤0.01%
37,516
-2,218
1403
$564K ﹤0.01%
+6,394
1404
$564K ﹤0.01%
21,222
+530
1405
$564K ﹤0.01%
4,130
+477
1406
$563K ﹤0.01%
11,963
-386
1407
$561K ﹤0.01%
7,668
-17,251
1408
$560K ﹤0.01%
+4,640
1409
$558K ﹤0.01%
31,164
-600
1410
$552K ﹤0.01%
18,102
-972
1411
$548K ﹤0.01%
10,920
+302
1412
$547K ﹤0.01%
22,000
1413
$546K ﹤0.01%
12,840
+5,200
1414
$545K ﹤0.01%
22,868
-781
1415
$544K ﹤0.01%
13,415
-540
1416
$543K ﹤0.01%
16,778
+2,328
1417
$543K ﹤0.01%
25,440
+3,305
1418
$543K ﹤0.01%
1,990
+37
1419
$542K ﹤0.01%
+2,513
1420
$541K ﹤0.01%
3,770
-188
1421
$541K ﹤0.01%
16,980
-60,753
1422
$538K ﹤0.01%
39,011
-29,079
1423
$538K ﹤0.01%
+19,568
1424
$537K ﹤0.01%
31,161
-722
1425
$536K ﹤0.01%
20,231
+827
55 56
57
58 59