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
$34.5B
AUM Growth
+$2.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,126
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$38.8M
3
+$32.3M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$30.1M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$26.6M

Top Sells

1
+$318M
2
+$125M
3
+$40.2M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$37.1M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$30.9M

Sector Composition

1 Technology 13.9%
2 Financials 12%
3 Healthcare 7.77%
4 Consumer Discretionary 6.23%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$514K ﹤0.01%
18,899
+2,043
2027
$512K ﹤0.01%
+9,588
2028
$512K ﹤0.01%
15,844
+260
2029
$511K ﹤0.01%
14,467
+222
2030
$511K ﹤0.01%
4,737
+187
2031
$510K ﹤0.01%
14,373
+731
2032
$510K ﹤0.01%
4,685
+1,360
2033
$508K ﹤0.01%
10,990
+894
2034
$507K ﹤0.01%
27,016
-752
2035
$505K ﹤0.01%
6,933
+23
2036
$504K ﹤0.01%
126,805
+58,188
2037
$504K ﹤0.01%
9,168
-2,718
2038
$501K ﹤0.01%
+25,227
2039
$500K ﹤0.01%
17,171
+4,569
2040
$500K ﹤0.01%
29,262
2041
$499K ﹤0.01%
45,932
-3,406
2042
$499K ﹤0.01%
10,042
-54
2043
$499K ﹤0.01%
11,145
-462
2044
$498K ﹤0.01%
+22,748
2045
$498K ﹤0.01%
51,470
-10,588
2046
$497K ﹤0.01%
13,055
+1,652
2047
$496K ﹤0.01%
8,091
-2,487
2048
$496K ﹤0.01%
8,021
-5
2049
$496K ﹤0.01%
212,270
+2,210
2050
$496K ﹤0.01%
10,779
-1,779
80 81
82
83 84