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
$18.3B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,345
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$30M
3
+$24.7M
4
CSCO icon
Cisco
CSCO
+$23M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$17.7M

Top Sells

1
+$75.8M
2
+$25.2M
3
+$22.8M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$22.2M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$19.9M

Sector Composition

1 Technology 13.64%
2 Financials 11.21%
3 Healthcare 8.64%
4 Consumer Discretionary 5.79%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$149K ﹤0.01%
13,306
-1,332
2027
$149K ﹤0.01%
16,230
-900
2028
$148K ﹤0.01%
45,278
+11,463
2029
$146K ﹤0.01%
11,363
-564
2030
$146K ﹤0.01%
13,242
-1,771
2031
$145K ﹤0.01%
+9,822
2032
$145K ﹤0.01%
10,000
2033
$144K ﹤0.01%
+10,452
2034
$142K ﹤0.01%
15,181
+939
2035
$142K ﹤0.01%
1,111
2036
$141K ﹤0.01%
41,593
2037
$140K ﹤0.01%
2,674
-2,626
2038
$138K ﹤0.01%
+13,551
2039
$137K ﹤0.01%
40,546
-939
2040
$137K ﹤0.01%
12,528
2041
$136K ﹤0.01%
16,082
+918
2042
$136K ﹤0.01%
10,000
2043
$135K ﹤0.01%
12,311
-1,278
2044
$135K ﹤0.01%
12,393
-2,992
2045
$135K ﹤0.01%
11,475
-514,278
2046
$135K ﹤0.01%
38,956
-7,559
2047
$135K ﹤0.01%
12,087
+1,370
2048
$133K ﹤0.01%
23,445
-329
2049
$133K ﹤0.01%
+11,472
2050
$133K ﹤0.01%
11,661
80 81
82
83 84