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
$50.8B
AUM Growth
+$4.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,426
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$158M
3
+$111M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$78.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$70.9M

Top Sells

1
+$60.8M
2
+$39.4M
3
+$30.5M
4
MMM icon
3M
MMM
+$30.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$30.2M

Sector Composition

1 Technology 14.15%
2 Financials 10.13%
3 Healthcare 7.63%
4 Consumer Discretionary 6.16%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$627K ﹤0.01%
170,697
+17,148
2027
$626K ﹤0.01%
6,608
-1,297
2028
$621K ﹤0.01%
70,996
+16,160
2029
$621K ﹤0.01%
+15,934
2030
$621K ﹤0.01%
+34,025
2031
$621K ﹤0.01%
153,969
+129,761
2032
$620K ﹤0.01%
40,746
+262
2033
$618K ﹤0.01%
61,932
+211
2034
$618K ﹤0.01%
5,211
+179
2035
$615K ﹤0.01%
24,488
+8
2036
$615K ﹤0.01%
14,988
+87
2037
$611K ﹤0.01%
58,732
-28,652
2038
$611K ﹤0.01%
25,644
-2,083
2039
$606K ﹤0.01%
24,614
+119
2040
$606K ﹤0.01%
12,987
+2,180
2041
$604K ﹤0.01%
38,892
+6,435
2042
$603K ﹤0.01%
64,422
+48,215
2043
$603K ﹤0.01%
23,046
-1,636
2044
$603K ﹤0.01%
30,329
-117,400
2045
$603K ﹤0.01%
51,600
+2,500
2046
$601K ﹤0.01%
4,523
+349
2047
$600K ﹤0.01%
11,649
-923
2048
$600K ﹤0.01%
12,268
+308
2049
$600K ﹤0.01%
20,765
2050
$599K ﹤0.01%
13,587
-62
80 81
82
83 84