HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.3B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,161
New
Increased
Reduced
Closed

Top Buys

1
+$330M
2
+$153M
3
+$126M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$95.9M
5
AAPL icon
Apple
AAPL
+$93.2M

Top Sells

1
+$29.5M
2
+$22.2M
3
+$20.1M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$18.4M
5
PEG icon
Public Service Enterprise Group
PEG
+$14.5M

Sector Composition

1 Technology 14.3%
2 Financials 12.24%
3 Healthcare 7.9%
4 Consumer Discretionary 6.7%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$520K ﹤0.01%
5,058
+532
2027
$519K ﹤0.01%
9,498
+184
2028
$519K ﹤0.01%
9,693
-2,419
2029
$519K ﹤0.01%
73,088
-7,207
2030
$516K ﹤0.01%
19,871
+519
2031
$515K ﹤0.01%
4,620
+494
2032
$514K ﹤0.01%
5,461
+894
2033
$512K ﹤0.01%
31,613
-611
2034
$512K ﹤0.01%
+52,265
2035
$510K ﹤0.01%
8,074
+27
2036
$510K ﹤0.01%
+4,364
2037
$508K ﹤0.01%
24,401
-1,799
2038
$507K ﹤0.01%
17,833
+662
2039
$507K ﹤0.01%
27,819
-120
2040
$505K ﹤0.01%
11,653
2041
$504K ﹤0.01%
+5,279
2042
$502K ﹤0.01%
3,964
-31
2043
$502K ﹤0.01%
1,954
+287
2044
$501K ﹤0.01%
38,728
+945
2045
$500K ﹤0.01%
10,020
-22
2046
$500K ﹤0.01%
20,509
+355
2047
$499K ﹤0.01%
50,946
-524
2048
$498K ﹤0.01%
2,581
+277
2049
$497K ﹤0.01%
9,070
-98
2050
$496K ﹤0.01%
+30,605
80 81
82
83 84