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
$16.9B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$31.6M
3
+$21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.5M
5
VTV icon
Vanguard Value ETF
VTV
+$18.4M

Top Sells

1
+$752M
2
+$467M
3
+$281M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$212M
5
AMZN icon
Amazon
AMZN
+$178M

Sector Composition

1 Technology 8.38%
2 Financials 8.25%
3 Healthcare 7.78%
4 Energy 6.23%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$163K ﹤0.01%
26,948
+2,100
2002
$160K ﹤0.01%
+12,504
2003
$159K ﹤0.01%
+13,005
2004
$158K ﹤0.01%
+3,434
2005
$157K ﹤0.01%
17,416
-989
2006
$157K ﹤0.01%
39,650
-4,055
2007
$157K ﹤0.01%
168
2008
$157K ﹤0.01%
14,000
2009
$155K ﹤0.01%
14,036
+446
2010
$155K ﹤0.01%
33,815
+19,000
2011
$154K ﹤0.01%
3,978
-19,084
2012
$151K ﹤0.01%
22,068
-8,365
2013
$151K ﹤0.01%
10,205
2014
$150K ﹤0.01%
245,000
2015
$146K ﹤0.01%
1,111
2016
$144K ﹤0.01%
10,687
2017
$143K ﹤0.01%
13,018
2018
$143K ﹤0.01%
10,561
2019
$142K ﹤0.01%
7,095
2020
$142K ﹤0.01%
198,175
2021
$141K ﹤0.01%
+10,404
2022
$140K ﹤0.01%
30,165
-81,047
2023
$140K ﹤0.01%
14,527
2024
$139K ﹤0.01%
4,721
+354
2025
$139K ﹤0.01%
12,528
-1,225
79 80
81
82 83