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
$11.9B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$27.2M
3
+$17.7M
4
EQT icon
EQT Corp
EQT
+$15.3M
5
VTV icon
Vanguard Value ETF
VTV
+$14.4M

Top Sells

1
+$114M
2
+$36.6M
3
+$36.1M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$20.2M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$19.3M

Sector Composition

1 Technology 10.71%
2 Financials 10.5%
3 Healthcare 8.84%
4 Industrials 7.63%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$16K ﹤0.01%
187
+10
2027
$15K ﹤0.01%
16,556
2028
$14K ﹤0.01%
+1,084
2029
$14K ﹤0.01%
+10,000
2030
$12K ﹤0.01%
4
+2
2031
$11K ﹤0.01%
+714
2032
$11K ﹤0.01%
15,666
2033
– –
0
2034
$9K ﹤0.01%
9,438
+2,000
2035
– –
0
2036
$7K ﹤0.01%
747
2037
$7K ﹤0.01%
13,924
-40,107
2038
$5K ﹤0.01%
110
2039
$5K ﹤0.01%
2
2040
$4K ﹤0.01%
10,000
2041
$4K ﹤0.01%
82
+37
2042
$3K ﹤0.01%
43
-25
2043
$3K ﹤0.01%
15,350
2044
– –
0
2045
$1K ﹤0.01%
559
-36
2046
– –
-16,201
2047
– –
-1,746,005
2048
– –
-4,146
2049
– –
-214,304
2050
– –
-1,127,983
80 81
82
83 84