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
126
– –
0
127
$23.1M 0.17%
1,174,156
-4,496
128
$23M 0.17%
377,704
-207,660
129
$22.8M 0.16%
472,288
-24,349
130
$22.8M 0.16%
266,316
-47,458
131
$22.6M 0.16%
424,028
-7,399
132
$22.5M 0.16%
281,375
-220
133
$22.5M 0.16%
83,370
-3,635
134
$22.5M 0.16%
1,308,091
+3,360
135
$22.5M 0.16%
132,117
+5,539
136
$22.5M 0.16%
104,566
-2,178
137
$22.2M 0.16%
136,410
-28,600
138
$22M 0.16%
320,452
+48,279
139
$21.8M 0.16%
326,341
-17,839
140
$21.7M 0.16%
189,006
+2,693
141
$21.6M 0.16%
249,876
+144,245
142
$21.5M 0.16%
422,076
+292,036
143
$21.5M 0.16%
273,533
+125,772
144
$21.4M 0.15%
988,008
+174,426
145
$21.2M 0.15%
131,163
-15,258
146
$21M 0.15%
273,888
-10,471
147
$20.9M 0.15%
415,594
-78,759
148
$20.8M 0.15%
93,072
+50,535
149
$20.7M 0.15%
126,068
+8,981
150
$20.7M 0.15%
366,309
+15,963
4 5
6
7 8