HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.3B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,161
New
Increased
Reduced
Closed

Top Buys

1
+$330M
2
+$153M
3
+$126M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$95.9M
5
AAPL icon
Apple
AAPL
+$93.2M

Top Sells

1
+$29.5M
2
+$22.2M
3
+$20.1M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$18.4M
5
PEG icon
Public Service Enterprise Group
PEG
+$14.5M

Sector Composition

1 Technology 14.3%
2 Financials 12.24%
3 Healthcare 7.9%
4 Consumer Discretionary 6.7%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$544K ﹤0.01%
8,807
-390
2002
$543K ﹤0.01%
34,571
2003
$543K ﹤0.01%
9,046
2004
$542K ﹤0.01%
5,398
-317
2005
$542K ﹤0.01%
+11,024
2006
$541K ﹤0.01%
18,446
+5,391
2007
$541K ﹤0.01%
6,780
-20,526
2008
$541K ﹤0.01%
+23,696
2009
$540K ﹤0.01%
8,664
-367
2010
$539K ﹤0.01%
+21,867
2011
$537K ﹤0.01%
+40,351
2012
$537K ﹤0.01%
4,869
-246
2013
$536K ﹤0.01%
9,937
+307
2014
$535K ﹤0.01%
73,843
-19,216
2015
$532K ﹤0.01%
27,716
+7,113
2016
$531K ﹤0.01%
26,950
2017
$529K ﹤0.01%
10,247
+13
2018
$529K ﹤0.01%
18,752
+85
2019
$528K ﹤0.01%
19,439
+8,503
2020
$528K ﹤0.01%
12,339
2021
$525K ﹤0.01%
50,039
+4,107
2022
$524K ﹤0.01%
9,900
-779
2023
$522K ﹤0.01%
16,292
+5,691
2024
$522K ﹤0.01%
5,552
+30
2025
$521K ﹤0.01%
6,574
-1
79 80
81
82 83