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

Top Buys

1
+$55M
2
+$30.5M
3
+$29.5M
4
SRE icon
Sempra
SRE
+$21.4M
5
XRLV
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
+$19.9M

Top Sells

1
+$16.6M
2
+$14.7M
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 10.57%
2 Healthcare 9.74%
3 Financials 9.49%
4 Industrials 8.14%
5 Energy 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-14,153
2027
– –
-73,365
2028
– –
-17,628
2029
– –
-11,385
2030
– –
-7,103
2031
– –
-13,459
2032
– –
-41,240
2033
– –
-17,968
2034
– –
-13,193
2035
– –
-53,975
2036
– –
-17,865
2037
– –
-77,765
2038
– –
-3,060
2039
– –
-4,760
2040
– –
-19,044
2041
– –
-16,126
2042
– –
-5,320
2043
– –
-8,939
2044
– –
-31,340
2045
– –
-6,683
2046
– –
-3,562
2047
– –
-5,211
2048
– –
-14,693
2049
– –
-12,456
2050
– –
-3,498
80 81
82
83 84