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
$11.9B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$27.2M
3
+$17.7M
4
EQT icon
EQT Corp
EQT
+$15.3M
5
VTV icon
Vanguard Value ETF
VTV
+$14.4M

Top Sells

1
+$114M
2
+$36.6M
3
+$36.1M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$20.2M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$19.3M

Sector Composition

1 Technology 10.71%
2 Financials 10.5%
3 Healthcare 8.84%
4 Industrials 7.63%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$36K ﹤0.01%
12,000
2002
$35K ﹤0.01%
718
2003
$35K ﹤0.01%
1,000
-10
2004
– –
0
2005
$34K ﹤0.01%
2,100
2006
$34K ﹤0.01%
43
+28
2007
$33K ﹤0.01%
1,623
-91
2008
$32K ﹤0.01%
+2
2009
$32K ﹤0.01%
5,767
2010
$32K ﹤0.01%
122
2011
$32K ﹤0.01%
+3,750
2012
$30K ﹤0.01%
27
2013
$30K ﹤0.01%
+500
2014
$29K ﹤0.01%
+10,000
2015
$29K ﹤0.01%
13,600
2016
$29K ﹤0.01%
23,400
-1,000
2017
$29K ﹤0.01%
4,078
-3,170
2018
$28K ﹤0.01%
11,411
+1,000
2019
$25K ﹤0.01%
24
2020
$24K ﹤0.01%
+17,900
2021
$19K ﹤0.01%
705
+31
2022
$19K ﹤0.01%
+1,317
2023
$17K ﹤0.01%
1,510
-7
2024
$17K ﹤0.01%
2,397
-21,590
2025
$16K ﹤0.01%
1,071
79 80
81
82 83