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
$59.5B
AUM Growth
+$6.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,570
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$74.5M
3
+$52.9M
4
BND icon
Vanguard Total Bond Market
BND
+$50.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.2M

Top Sells

1
+$33.8M
2
+$33.5M
3
+$33M
4
IAU icon
iShares Gold Trust
IAU
+$31.3M
5
TFC icon
Truist Financial
TFC
+$29.3M

Sector Composition

1 Technology 13.99%
2 Financials 10.34%
3 Healthcare 7.01%
4 Consumer Discretionary 6.47%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$733K ﹤0.01%
8,363
-115,210
2002
$732K ﹤0.01%
10,671
+5,571
2003
$729K ﹤0.01%
9,257
-970
2004
$728K ﹤0.01%
27,789
+3,000
2005
$727K ﹤0.01%
26,961
-7,836
2006
$725K ﹤0.01%
31,966
+580
2007
$725K ﹤0.01%
25,096
+184
2008
$724K ﹤0.01%
23,797
-1,782
2009
$723K ﹤0.01%
7,663
+421
2010
$722K ﹤0.01%
3,672
+2,063
2011
$722K ﹤0.01%
120,047
+15,000
2012
$721K ﹤0.01%
62,050
+12,000
2013
$720K ﹤0.01%
30,435
+4,001
2014
$719K ﹤0.01%
7,506
+3,145
2015
$718K ﹤0.01%
598
-30
2016
$717K ﹤0.01%
14,129
+1,142
2017
$717K ﹤0.01%
11,101
2018
$716K ﹤0.01%
6,076
-436
2019
$713K ﹤0.01%
58,592
-23,937
2020
$712K ﹤0.01%
22,344
+3,250
2021
$709K ﹤0.01%
171,463
+4,020
2022
$708K ﹤0.01%
+9,731
2023
$706K ﹤0.01%
15,346
-22,935
2024
$705K ﹤0.01%
22,831
+8,482
2025
$703K ﹤0.01%
12,933
-1,206
79 80
81
82 83