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
$13.9B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,298
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$46.6M
3
+$42.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.3M

Top Sells

1
+$22.9M
2
+$13.8M
3
+$13.6M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$13.4M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$13.1M

Sector Composition

1 Technology 11.23%
2 Healthcare 9.72%
3 Financials 9.67%
4 Industrials 7.05%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$115K ﹤0.01%
16,600
2027
$115K ﹤0.01%
20,149
-500
2028
$114K ﹤0.01%
10,500
+500
2029
$112K ﹤0.01%
11,289
-4,294
2030
$110K ﹤0.01%
13,106
+12
2031
$109K ﹤0.01%
15,325
-2,122
2032
$108K ﹤0.01%
14,840
+4,000
2033
$108K ﹤0.01%
+10,305
2034
$103K ﹤0.01%
978
2035
$103K ﹤0.01%
1,245
-51
2036
$103K ﹤0.01%
42,900
-1,300
2037
$102K ﹤0.01%
55,000
2038
$102K ﹤0.01%
16,089
-670
2039
$100K ﹤0.01%
+8,040
2040
$100K ﹤0.01%
29,915
2041
$99K ﹤0.01%
+11,530
2042
$98K ﹤0.01%
12,674
2043
$98K ﹤0.01%
2,544
-893
2044
$98K ﹤0.01%
10,000
2045
$97K ﹤0.01%
12,855
+1,038
2046
$97K ﹤0.01%
28,735
+15,135
2047
$96K ﹤0.01%
12,506
2048
$94K ﹤0.01%
168
2049
$94K ﹤0.01%
20,769
+4,596
2050
$92K ﹤0.01%
10,000
80 81
82
83 84