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
$10.4B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,111
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$30.6M
3
+$30.2M
4
SRE icon
Sempra
SRE
+$22.3M
5
XRLV icon
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
+$20.3M

Top Sells

1
+$16.6M
2
+$14.8M
3
+$14M
4
SE
Spectra Energy Corp Wi
SE
+$13.5M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$9.44M

Sector Composition

1 Technology 10.59%
2 Healthcare 9.74%
3 Financials 9.48%
4 Industrials 8.12%
5 Energy 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-13,193
2027
– –
-53,975
2028
– –
-17,865
2029
– –
-77,765
2030
– –
-3,060
2031
– –
-4,760
2032
– –
-19,044
2033
– –
-16,126
2034
– –
-5,320
2035
– –
-8,939
2036
– –
-6,683
2037
– –
-3,562
2038
– –
-5,211
2039
– –
-14,693
2040
– –
-12,456
2041
– –
-3,498
2042
– –
-9,870
2043
– –
-19,924
2044
– –
-2,405
2045
– –
-34,861
2046
– –
-69,459
2047
– –
-65,423
2048
– –
-59,252
2049
– –
-183,196
2050
– –
-48,595
80 81
82
83 84