HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
+$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$44.8M
3
+$43.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.9M
5
DY icon
Dycom Industries
DY
+$24.1M

Top Sells

1
+$47.9M
2
+$40.1M
3
+$32.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$22.2M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$19M

Sector Composition

1 Healthcare 11.79%
2 Technology 10.14%
3 Financials 8.69%
4 Industrials 8.57%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$16K ﹤0.01%
58,600
-41,400
1927
$16K ﹤0.01%
279
1928
$15K ﹤0.01%
2,177
-997
1929
$15K ﹤0.01%
833
1930
$15K ﹤0.01%
10,052
-82
1931
$14K ﹤0.01%
7,176
+5,000
1932
$12K ﹤0.01%
+11,400
1933
$12K ﹤0.01%
2,000
-2,797
1934
$12K ﹤0.01%
+667
1935
$11K ﹤0.01%
33,275
1936
$11K ﹤0.01%
50
1937
$11K ﹤0.01%
3,008
1938
$10K ﹤0.01%
12,000
1939
$10K ﹤0.01%
15,074
+850
1940
– –
0
1941
$4K ﹤0.01%
15,000
1942
$3K ﹤0.01%
1,025
1943
– –
0
1944
$2K ﹤0.01%
+20,000
1945
$1K ﹤0.01%
17,824
+5,000
1946
– –
-23,470
1947
– –
-272
1948
– –
-10,875
1949
– –
-28,120
1950
– –
-13,096
76 77
78
79 80