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
$34.5B
AUM Growth
+$2.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,126
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$38.8M
3
+$32.3M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$30.1M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$26.6M

Top Sells

1
+$318M
2
+$125M
3
+$40.2M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$37.1M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$30.9M

Sector Composition

1 Technology 13.9%
2 Financials 12%
3 Healthcare 7.77%
4 Consumer Discretionary 6.23%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$541K ﹤0.01%
8,871
-52
2002
$540K ﹤0.01%
15,957
+1,725
2003
$539K ﹤0.01%
26,950
-4,000
2004
$539K ﹤0.01%
2,781
-236
2005
$538K ﹤0.01%
6,300
+300
2006
$535K ﹤0.01%
31,574
+419
2007
$534K ﹤0.01%
20,931
-752
2008
$533K ﹤0.01%
45,361
2009
$532K ﹤0.01%
+10,234
2010
$532K ﹤0.01%
5,857
-115
2011
$531K ﹤0.01%
7,876
-2,065
2012
$527K ﹤0.01%
+19,352
2013
$527K ﹤0.01%
11,939
+1,628
2014
$527K ﹤0.01%
9,630
+1,464
2015
$526K ﹤0.01%
1,667
-35
2016
$525K ﹤0.01%
+4,054
2017
$524K ﹤0.01%
27,171
+7,886
2018
$523K ﹤0.01%
63,330
-5,000
2019
$522K ﹤0.01%
54,917
+641
2020
$518K ﹤0.01%
3,284
-276
2021
– –
0
2022
$517K ﹤0.01%
9,357
-2,406
2023
$516K ﹤0.01%
37,783
+1,927
2024
$516K ﹤0.01%
13,039
+20
2025
$514K ﹤0.01%
11,653
+1,045
79 80
81
82 83