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
151
$20.6M 0.15%
346,947
-2,974
152
$20.3M 0.15%
158,085
+21,236
153
$20.2M 0.15%
1,054,400
-522,929
154
$20M 0.14%
460,395
+3,514
155
$19.9M 0.14%
111,959
+308
156
$19.7M 0.14%
134,881
+21,303
157
$19.5M 0.14%
236,253
+6,682
158
$19.5M 0.14%
266,456
+3,540
159
$19.5M 0.14%
304,114
+14,232
160
$19.4M 0.14%
670,155
-22,193
161
$19.4M 0.14%
973,440
+11,717
162
$19.3M 0.14%
41,017
+4,518
163
$19.3M 0.14%
448,790
-11,420
164
$19.2M 0.14%
443,637
+38,930
165
$19M 0.14%
240,140
-12,452
166
$18.9M 0.14%
342,716
-16,773
167
$18.9M 0.14%
914,321
+4,210
168
$18.8M 0.14%
141,432
-9,598
169
$18.6M 0.13%
276,099
+2,864
170
$18.6M 0.13%
236,779
-7,711
171
$18.4M 0.13%
389,156
+12,049
172
$18.1M 0.13%
316,447
-9,426
173
$17.8M 0.13%
263,902
-2,742
174
$17.7M 0.13%
48,295
+1,952
175
$17.7M 0.13%
1,529,364
+536,754
5 6
7
8 9