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
$31.7B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,022
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$305M
3
+$243M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$227M
5
DIS icon
Walt Disney
DIS
+$219M

Top Sells

1
+$46.4M
2
+$32.2M
3
+$29.3M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$27M
5
USB icon
US Bancorp
USB
+$26.7M

Sector Composition

1 Technology 13.23%
2 Financials 12.04%
3 Healthcare 7.35%
4 Consumer Discretionary 6.16%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$455K ﹤0.01%
6,712
-2,263
2027
$455K ﹤0.01%
16,947
+674
2028
$455K ﹤0.01%
+13,642
2029
$455K ﹤0.01%
+10,698
2030
$454K ﹤0.01%
18,857
+901
2031
$454K ﹤0.01%
10,334
-2,811
2032
$453K ﹤0.01%
10,024
-10,522
2033
$453K ﹤0.01%
+3,560
2034
$452K ﹤0.01%
15,887
-22
2035
$451K ﹤0.01%
17,902
+2,222
2036
$451K ﹤0.01%
4,363
-18
2037
$451K ﹤0.01%
714
-292
2038
$450K ﹤0.01%
3,575
+22
2039
$450K ﹤0.01%
31,155
+1,152
2040
$449K ﹤0.01%
19,868
-7,904
2041
$449K ﹤0.01%
10,305
+976
2042
$448K ﹤0.01%
+6,212
2043
$447K ﹤0.01%
22,308
-836
2044
$445K ﹤0.01%
19,285
+5,506
2045
$444K ﹤0.01%
+5,282
2046
$444K ﹤0.01%
59,652
+24,762
2047
$443K ﹤0.01%
+7,182
2048
$443K ﹤0.01%
15,000
+4,710
2049
$442K ﹤0.01%
11,403
+2,089
2050
$441K ﹤0.01%
8,288
-58
80 81
82
83 84