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
$11.2B
AUM Growth
+$729M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.1M
3
+$15.8M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.5M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$12.7M

Top Sells

1
+$97.7M
2
+$14.5M
3
+$14.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
ANDX
Andeavor Logistics LP
ANDX
+$10.4M

Sector Composition

1 Technology 9.89%
2 Healthcare 9.87%
3 Financials 8.66%
4 Industrials 8.22%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$16K ﹤0.01%
797
2002
$15K ﹤0.01%
68
2003
$14K ﹤0.01%
110
2004
$13K ﹤0.01%
+1,429
2005
$13K ﹤0.01%
833
2006
$11K ﹤0.01%
1,604
+275
2007
$10K ﹤0.01%
85
2008
$9K ﹤0.01%
+2,100
2009
$9K ﹤0.01%
15,350
2010
$7K ﹤0.01%
1,081
+1
2011
$7K ﹤0.01%
710
2012
$5K ﹤0.01%
10
2013
– –
0
2014
$2K ﹤0.01%
+60
2015
– –
-29,900
2016
– –
-36,109
2017
– –
-1,800
2018
– –
-11,614
2019
– –
-48,050
2020
– –
-48,000
2021
– –
-32,181
2022
– –
-22,086
2023
– –
-43,995
2024
– –
-1,373
2025
– –
-177,785
79 80
81
82 83