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
2001
$140K ﹤0.01%
14,696
-849
2002
$140K ﹤0.01%
+5
2003
$140K ﹤0.01%
+18,811
2004
$139K ﹤0.01%
18,873
+4
2005
$138K ﹤0.01%
13,753
2006
$137K ﹤0.01%
25,074
-148,496
2007
$136K ﹤0.01%
155
-2
2008
$136K ﹤0.01%
61,801
-270
2009
$136K ﹤0.01%
+12,629
2010
$135K ﹤0.01%
2,059
-709
2011
$135K ﹤0.01%
20,694
-376
2012
$134K ﹤0.01%
+11,124
2013
$131K ﹤0.01%
+10,412
2014
$130K ﹤0.01%
10,902
-839
2015
$129K ﹤0.01%
+13,441
2016
$126K ﹤0.01%
17,120
+2,290
2017
$126K ﹤0.01%
15,688
+5,164
2018
$125K ﹤0.01%
+12,700
2019
$125K ﹤0.01%
+23,303
2020
$123K ﹤0.01%
10,231
+27
2021
$123K ﹤0.01%
13,994
+225
2022
$120K ﹤0.01%
11,797
-100
2023
$120K ﹤0.01%
10,000
2024
$118K ﹤0.01%
13,610
+250
2025
$116K ﹤0.01%
18,517
-163,383
79 80
81
82 83