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
$16.9B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$31.6M
3
+$21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.5M
5
VTV icon
Vanguard Value ETF
VTV
+$18.4M

Top Sells

1
+$752M
2
+$467M
3
+$281M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$212M
5
AMZN icon
Amazon
AMZN
+$178M

Sector Composition

1 Technology 8.38%
2 Financials 8.25%
3 Healthcare 7.78%
4 Energy 6.23%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$139K ﹤0.01%
84,879
-182,295
2027
$138K ﹤0.01%
+16,600
2028
$135K ﹤0.01%
12,700
-74
2029
$135K ﹤0.01%
10,524
2030
$134K ﹤0.01%
16,463
-1,450
2031
$131K ﹤0.01%
14,976
+210
2032
$131K ﹤0.01%
+35,900
2033
$125K ﹤0.01%
11,530
2034
$125K ﹤0.01%
34,625
-3,250
2035
$125K ﹤0.01%
16,054
-34,571
2036
$124K ﹤0.01%
2,288
-4,620
2037
$124K ﹤0.01%
12,352
-12,000
2038
$124K ﹤0.01%
+7,251
2039
$123K ﹤0.01%
+10,350
2040
$123K ﹤0.01%
+12,261
2041
$123K ﹤0.01%
+4,716
2042
$120K ﹤0.01%
63,145
-10,663
2043
$119K ﹤0.01%
11,000
2044
$118K ﹤0.01%
132,002
+2,000
2045
$113K ﹤0.01%
59,635
2046
$113K ﹤0.01%
14,668
+4,064
2047
$112K ﹤0.01%
16,560
-793
2048
$108K ﹤0.01%
+16,600
2049
$106K ﹤0.01%
12,503
-972
2050
$106K ﹤0.01%
19,037
80 81
82
83 84