HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
– –
-25,725
2027
– –
-21,053
2028
– –
-4,334
2029
– –
0
2030
– –
-25,405
2031
– –
-1,715,049
2032
– –
-10,060
2033
– –
-47,459
2034
– –
-46,929
2035
– –
-73,662
2036
– –
-14,294
2037
– –
-20,205
2038
– –
-6,891
2039
– –
-85
2040
– –
-89,455
2041
– –
-154,700
2042
– –
-1,070
2043
– –
-37,826
2044
– –
-3,359
2045
– –
-15,193
2046
– –
-2,088
2047
– –
-9,792
2048
– –
-11,025
2049
– –
-8,399
2050
– –
-33,786
80 81
82
83 84