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
$13B
AUM Growth
-$835M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,347
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$84.9M
3
+$54.7M
4
ET icon
Energy Transfer Partners
ET
+$42.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$31.7M

Top Sells

1
+$38.3M
2
+$23.4M
3
+$21.9M
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$15.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.5M

Sector Composition

1 Technology 10.06%
2 Healthcare 9.47%
3 Financials 8.84%
4 Energy 7.17%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$29K ﹤0.01%
2,100
2027
$28K ﹤0.01%
100
2028
$28K ﹤0.01%
174
2029
$27K ﹤0.01%
2,073
2030
$27K ﹤0.01%
575
-350
2031
$26K ﹤0.01%
+20,000
2032
$26K ﹤0.01%
1,217
2033
$26K ﹤0.01%
11,087
-996
2034
$25K ﹤0.01%
1,373
-100
2035
$25K ﹤0.01%
1,087
+87
2036
$24K ﹤0.01%
18,903
+162
2037
$21K ﹤0.01%
45,200
2038
$21K ﹤0.01%
1,503
+50
2039
$21K ﹤0.01%
3,000
-144,000
2040
$21K ﹤0.01%
11,171
2041
$21K ﹤0.01%
13,798
-700
2042
$20K ﹤0.01%
500
2043
$20K ﹤0.01%
29,613
-4,487
2044
$20K ﹤0.01%
12,000
2045
$19K ﹤0.01%
+1
2046
$19K ﹤0.01%
55
2047
$18K ﹤0.01%
+641
2048
$16K ﹤0.01%
4,000
+100
2049
$16K ﹤0.01%
19,000
2050
$14K ﹤0.01%
+30,800
80 81
82
83 84