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
$38.7B
AUM Growth
-$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,289
New
Increased
Reduced
Closed

Top Buys

1
+$74.8M
2
+$64.2M
3
+$56.9M
4
AMZN icon
Amazon
AMZN
+$51.5M
5
VTV icon
Vanguard Value ETF
VTV
+$48.6M

Top Sells

1
+$92M
2
+$57.1M
3
+$36M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$33.5M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$32.7M

Sector Composition

1 Technology 12.82%
2 Financials 11.06%
3 Healthcare 8.98%
4 Consumer Discretionary 6.2%
5 Consumer Staples 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$495K ﹤0.01%
14,400
+2,026
2027
$495K ﹤0.01%
85,856
2028
$494K ﹤0.01%
20,488
-1,218
2029
$494K ﹤0.01%
9,383
2030
$494K ﹤0.01%
49,404
-24,340
2031
$493K ﹤0.01%
29,389
-50
2032
$492K ﹤0.01%
5,418
+962
2033
$492K ﹤0.01%
24,230
-32,767
2034
$492K ﹤0.01%
1,804
+275
2035
$492K ﹤0.01%
23,011
-130
2036
$490K ﹤0.01%
50,000
2037
$490K ﹤0.01%
49,826
-1,120
2038
$489K ﹤0.01%
50,000
2039
$488K ﹤0.01%
6,091
+426
2040
$488K ﹤0.01%
78,699
-24,576
2041
$487K ﹤0.01%
+7,581
2042
$487K ﹤0.01%
837,741
-100
2043
$486K ﹤0.01%
14,570
+4,169
2044
$485K ﹤0.01%
+3,111
2045
$485K ﹤0.01%
4,532
-77
2046
$484K ﹤0.01%
+27,199
2047
$484K ﹤0.01%
11,008
+1,000
2048
$484K ﹤0.01%
17,738
2049
$483K ﹤0.01%
2,674
+74
2050
$482K ﹤0.01%
7,332
+723
80 81
82
83 84