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
$20.7B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,474
New
Increased
Reduced
Closed

Top Buys

1
+$77.3M
2
+$42.2M
3
+$29.6M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$29.3M
5
PG icon
Procter & Gamble
PG
+$26.4M

Top Sells

1
+$33.8M
2
+$26.1M
3
+$23.2M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$20.5M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$15.7M

Sector Composition

1 Technology 14.22%
2 Financials 11.1%
3 Healthcare 8.68%
4 Consumer Discretionary 6.54%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$221K ﹤0.01%
40,696
-4,582
2002
$221K ﹤0.01%
1,371
+1
2003
$220K ﹤0.01%
+40,000
2004
$220K ﹤0.01%
5,916
-9,719
2005
$220K ﹤0.01%
4,076
-127
2006
$220K ﹤0.01%
30,908
-20,228
2007
$219K ﹤0.01%
45,278
2008
$217K ﹤0.01%
42,967
-12,930
2009
$217K ﹤0.01%
4,314
-86
2010
$217K ﹤0.01%
+4,931
2011
$216K ﹤0.01%
6,600
+383
2012
$216K ﹤0.01%
+1,608
2013
$216K ﹤0.01%
+1,978
2014
$216K ﹤0.01%
1,504
-2,975
2015
$215K ﹤0.01%
+9,460
2016
$215K ﹤0.01%
15,428
-2,098
2017
$214K ﹤0.01%
+6,545
2018
$213K ﹤0.01%
24,216
-3,058
2019
$213K ﹤0.01%
2,324
-358
2020
$213K ﹤0.01%
25,500
-26,150
2021
$212K ﹤0.01%
27,365
+5,400
2022
$212K ﹤0.01%
9,294
-2,257
2023
$212K ﹤0.01%
8,967
+322
2024
$212K ﹤0.01%
7,225
2025
$212K ﹤0.01%
+4,798
79 80
81
82 83