HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,111
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$30.5M
3
+$29.5M
4
SRE icon
Sempra
SRE
+$21.4M
5
XRLV
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
+$19.9M

Top Sells

1
+$16.6M
2
+$14.7M
3
+$14M
4
SE
Spectra Energy Corp Wi
SE
+$13.5M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$9.44M

Sector Composition

1 Technology 10.57%
2 Healthcare 9.74%
3 Financials 9.49%
4 Industrials 8.14%
5 Energy 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-3,134
2002
– –
-11,432
2003
– –
-10,000
2004
– –
-2,669
2005
– –
-15,594
2006
– –
-22,856
2007
– –
-10,633
2008
– –
-5,860
2009
– –
-9,686
2010
– –
-16,824
2011
– –
-10,070
2012
– –
-5,647
2013
– –
0
2014
– –
-6,062
2015
– –
-6,116
2016
– –
-95,256
2017
– –
-256
2018
– –
-50,877
2019
– –
-11,844
2020
– –
-10,195
2021
– –
-2,539
2022
– –
-11,581
2023
– –
-203,330
2024
– –
-1,978
2025
– –
-10,536
79 80
81
82 83