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
1851
$237K ﹤0.01%
+2,396
1852
$237K ﹤0.01%
14,295
-10,397
1853
$236K ﹤0.01%
+7,334
1854
$236K ﹤0.01%
7,242
-24
1855
$236K ﹤0.01%
5,408
-511
1856
$236K ﹤0.01%
7,155
-7,391
1857
$236K ﹤0.01%
54,697
-11,678
1858
$236K ﹤0.01%
26,875
+5
1859
$235K ﹤0.01%
1,328
-604
1860
$235K ﹤0.01%
+3,986
1861
$234K ﹤0.01%
7,518
+940
1862
$234K ﹤0.01%
18,050
1863
$233K ﹤0.01%
7,614
+197
1864
$233K ﹤0.01%
12,861
-150
1865
$233K ﹤0.01%
49,156
+8,687
1866
$232K ﹤0.01%
+7,988
1867
$232K ﹤0.01%
7,358
+580
1868
$231K ﹤0.01%
1,437
+3
1869
$231K ﹤0.01%
11,398
-944
1870
$231K ﹤0.01%
+5,607
1871
$231K ﹤0.01%
+2,575
1872
$231K ﹤0.01%
+1,508
1873
$230K ﹤0.01%
3,736
-2,415
1874
$230K ﹤0.01%
8,561
-337
1875
$229K ﹤0.01%
+4,097
73 74
75
76 77