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
$59.5B
AUM Growth
+$6.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,570
New
Increased
Reduced
Closed

Top Buys

1 +$117M
2 +$74.5M
3 +$52.9M
4
BND icon
Vanguard Total Bond Market
BND
+$50.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.2M

Top Sells

1 +$33.8M
2 +$33.5M
3 +$33M
4
IAU icon
iShares Gold Trust
IAU
+$31.3M
5
TFC icon
Truist Financial
TFC
+$29.3M

Sector Composition

1 Technology 13.99%
2 Financials 10.34%
3 Healthcare 7.01%
4 Consumer Discretionary 6.47%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$794K ﹤0.01%
4,156
+2,569
1952
$793K ﹤0.01%
33,864
+4,096
1953
$792K ﹤0.01%
12,875
+6,886
1954
$792K ﹤0.01%
62,217
-13,473
1955
$791K ﹤0.01%
16,019
-78,888
1956
$791K ﹤0.01%
20,509
+12,085
1957
$791K ﹤0.01%
6,531
+255
1958
$790K ﹤0.01%
4,766
-69
1959
$790K ﹤0.01%
40,812
-15,923
1960
$790K ﹤0.01%
9,091
+51
1961
$789K ﹤0.01%
30,677
-2,514
1962
$786K ﹤0.01%
9,418
+550
1963
$786K ﹤0.01%
14,186
-96
1964
$785K ﹤0.01%
61,499
-12,751
1965
$784K ﹤0.01%
46,617
-31,254
1966
$783K ﹤0.01%
21,781
+1,056
1967
$783K ﹤0.01%
5,752
+527
1968
$782K ﹤0.01%
173,124
1969
$780K ﹤0.01%
11,312
-346
1970
$780K ﹤0.01%
21,130
-1,100
1971
$779K ﹤0.01%
18,819
+1,139
1972
$779K ﹤0.01%
35,919
-61
1973
$778K ﹤0.01%
40,350
+884
1974
$775K ﹤0.01%
53,210
-5,848
1975
$774K ﹤0.01%
3,974
+417