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
$8.4B
AUM Growth
+$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$44.8M
3
+$43.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.9M
5
DY icon
Dycom Industries
DY
+$24.1M

Top Sells

1
+$47.9M
2
+$40.1M
3
+$32.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$22.2M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$19M

Sector Composition

1 Healthcare 11.79%
2 Technology 10.14%
3 Financials 8.69%
4 Industrials 8.57%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-11,025
2027
– –
-8,399
2028
– –
-33,786
2029
– –
-19,184
2030
– –
-40,347
2031
– –
-11,488
2032
– –
-22,866
2033
– –
-10,355
2034
– –
-17,646
2035
– –
-13,195
2036
– –
-4,533
2037
– –
-21,198
2038
– –
-9,723
2039
– –
-10,448
2040
– –
-14,008
2041
– –
-20,573
2042
– –
-30,833
2043
– –
-10,250
2044
– –
-4
2045
– –
-10,000
2046
– –
-22,822
2047
– –
-13,058
2048
– –
-4,261
2049
– –
-5,834
2050
– –
-15,019
80 81
82
83 84