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
$10.4B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,111
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$30.6M
3
+$30.2M
4
SRE icon
Sempra
SRE
+$22.3M
5
XRLV icon
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
+$20.3M

Top Sells

1
+$16.6M
2
+$14.8M
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 10.59%
2 Healthcare 9.74%
3 Financials 9.48%
4 Industrials 8.12%
5 Energy 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-10,070
2002
– –
-5,647
2003
– –
0
2004
– –
-6,062
2005
– –
-6,116
2006
– –
-95,256
2007
– –
-256
2008
– –
-50,877
2009
– –
-3,101
2010
– –
-11,844
2011
– –
-10,195
2012
– –
-2,539
2013
– –
-11,581
2014
– –
-203,330
2015
– –
-13,472
2016
– –
-1,845
2017
– –
-151,367
2018
– –
-14,153
2019
– –
-73,365
2020
– –
-17,628
2021
– –
-11,385
2022
– –
-7,103
2023
– –
-13,459
2024
– –
-41,240
2025
– –
-17,451
79 80
81
82 83