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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$483K ﹤0.01%
85,856
2027
$483K ﹤0.01%
202,944
+13,006
2028
$482K ﹤0.01%
49,100
2029
$479K ﹤0.01%
5,943
-7,215
2030
$479K ﹤0.01%
+30,479
2031
$479K ﹤0.01%
27,497
+16,324
2032
$478K ﹤0.01%
7,703
-34
2033
$477K ﹤0.01%
2,788
+277
2034
$477K ﹤0.01%
32,341
+8,154
2035
$476K ﹤0.01%
25,193
-422
2036
$473K ﹤0.01%
72,744
-38,500
2037
$472K ﹤0.01%
12,609
+2,510
2038
$471K ﹤0.01%
23,217
-1,013
2039
$471K ﹤0.01%
6,229
-6,295
2040
$470K ﹤0.01%
24,505
-208
2041
$466K ﹤0.01%
23,520
-2,721
2042
$466K ﹤0.01%
8,690
-6,450
2043
$466K ﹤0.01%
17,102
+131
2044
$465K ﹤0.01%
39,703
+260
2045
$465K ﹤0.01%
22,522
+1,252
2046
$464K ﹤0.01%
11,122
-6,566
2047
$462K ﹤0.01%
41,073
+7,555
2048
$462K ﹤0.01%
9,719
-640
2049
$461K ﹤0.01%
42,107
+10,285
2050
$461K ﹤0.01%
1,533
-332
80 81
82
83 84