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
$45.8B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,336
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$41.4M
3
+$39.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$37.3M
5
SIXH icon
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
+$36.6M

Top Sells

1
+$42.4M
2
+$41.5M
3
+$35.4M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$33.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31.4M

Sector Composition

1 Technology 13.31%
2 Financials 10.24%
3 Healthcare 7.82%
4 Consumer Discretionary 6%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$552K ﹤0.01%
143,289
+4,986
2027
$551K ﹤0.01%
13,838
-9
2028
$551K ﹤0.01%
31,345
+73
2029
$550K ﹤0.01%
6,378
+295
2030
$550K ﹤0.01%
15,502
-805
2031
$549K ﹤0.01%
+10,096
2032
$549K ﹤0.01%
190,260
-6,521
2033
$547K ﹤0.01%
4,968
-3
2034
$546K ﹤0.01%
21,016
+400
2035
$545K ﹤0.01%
7,094
-250
2036
$544K ﹤0.01%
55,694
-9,042
2037
$544K ﹤0.01%
37,045
-6,108
2038
$542K ﹤0.01%
21,646
+352
2039
$540K ﹤0.01%
10,586
+1,151
2040
$540K ﹤0.01%
10,605
-206
2041
$539K ﹤0.01%
42,413
2042
$538K ﹤0.01%
5,645
+329
2043
$537K ﹤0.01%
8,336
+5,613
2044
$532K ﹤0.01%
+38,151
2045
$532K ﹤0.01%
29,313
+1,158
2046
$530K ﹤0.01%
3,646
-1,904
2047
$528K ﹤0.01%
5,886
-499
2048
$528K ﹤0.01%
11,298
-24
2049
$528K ﹤0.01%
16,391
+705
2050
$528K ﹤0.01%
10,085
-2,063
80 81
82
83 84