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
176
$17.7M 0.13%
200,911
-2,411
177
$17.5M 0.13%
218,462
+26,046
178
$17.5M 0.13%
396,951
-87
179
$17.4M 0.13%
238,912
+37,224
180
$17.2M 0.12%
1,468,770
+90,960
181
$17.2M 0.12%
2,337,132
+21,385
182
$17.1M 0.12%
677,634
+12,428
183
$17M 0.12%
99,790
-9,127
184
$17M 0.12%
395,101
+30,256
185
$16.9M 0.12%
95,696
-2,293
186
$16.7M 0.12%
216,425
+8,632
187
$16.6M 0.12%
367,723
+38,839
188
$16.6M 0.12%
654,122
+9,928
189
$16.3M 0.12%
164,134
+5,104
190
$16.3M 0.12%
211,398
-5,280
191
$16.3M 0.12%
1,395,070
+34,463
192
$16.3M 0.12%
214,827
-16,170
193
$16.2M 0.12%
110,937
+67,731
194
$15.9M 0.12%
105,676
-8,541
195
$15.9M 0.11%
+327,271
196
$15.8M 0.11%
434,421
-10,546
197
$15.6M 0.11%
739,301
+298,784
198
$15.6M 0.11%
249,532
+7,194
199
$15.5M 0.11%
267,401
-52,680
200
$15.5M 0.11%
110,851
+906
6 7
8
9 10