We are live on ! Find out more
HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
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
– –
-14,008
2027
– –
-20,573
2028
– –
-30,833
2029
– –
-10,250
2030
– –
-4
2031
– –
-10,000
2032
– –
-22,822
2033
– –
-13,058
2034
– –
-4,261
2035
– –
-5,834
2036
– –
-15,019
2037
– –
-44,513
2038
– –
-17,930
2039
– –
-21,494
2040
– –
-7,660
2041
– –
-5,841
2042
– –
0
2043
– –
-8,086
2044
– –
-15,894
2045
– –
-53,402
2046
– –
-540
2047
– –
-28,602
2048
– –
-8,106
2049
– –
0
2050
– –
-9,036
80 81
82
83 84