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
$11.2B
AUM Growth
+$729M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.1M
3
+$15.8M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.5M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$12.7M

Top Sells

1
+$97.7M
2
+$14.5M
3
+$14.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
ANDX
Andeavor Logistics LP
ANDX
+$10.4M

Sector Composition

1 Technology 9.89%
2 Healthcare 9.87%
3 Financials 8.66%
4 Industrials 8.22%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-9,043
2027
– –
-10,000
2028
– –
-4,025
2029
– –
-6,584
2030
– –
-5,049
2031
– –
-57,260
2032
– –
-6,907
2033
– –
-4,849
2034
– –
-261,521
2035
– –
-15,471
2036
– –
-4
2037
– –
-4,467
2038
– –
-192,820
2039
– –
-8,901
2040
– –
-8,621
2041
– –
-40,220
2042
– –
-6,020
2043
– –
-48,887
2044
– –
-313,227
2045
– –
-8,935
2046
– –
-28,497
2047
– –
-23,861
2048
– –
-29,911
2049
– –
-1,736
2050
– –
-180,186
80 81
82
83 84