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
$59.5B
AUM Growth
+$6.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,570
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$74.5M
3
+$52.9M
4
BND icon
Vanguard Total Bond Market
BND
+$50.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.2M

Top Sells

1
+$33.8M
2
+$33.5M
3
+$33M
4
IAU icon
iShares Gold Trust
IAU
+$31.3M
5
TFC icon
Truist Financial
TFC
+$29.3M

Sector Composition

1 Technology 13.99%
2 Financials 10.34%
3 Healthcare 7.01%
4 Consumer Discretionary 6.47%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$703K ﹤0.01%
7,929
-65
2027
$702K ﹤0.01%
144,387
-20,790
2028
$702K ﹤0.01%
16,706
-10,272
2029
$702K ﹤0.01%
806,852
2030
$701K ﹤0.01%
4,685
-3,007
2031
$701K ﹤0.01%
15,753
+374
2032
$701K ﹤0.01%
99,156
+58,950
2033
$700K ﹤0.01%
7,079
+407
2034
$698K ﹤0.01%
5,392
+497
2035
$698K ﹤0.01%
19,607
+363
2036
$697K ﹤0.01%
5,234
-301
2037
$697K ﹤0.01%
15,668
+56
2038
$696K ﹤0.01%
20,686
-32,346
2039
$695K ﹤0.01%
+11,609
2040
$694K ﹤0.01%
60,000
-42,000
2041
$693K ﹤0.01%
30,007
-222,965
2042
$692K ﹤0.01%
5,699
-16,530
2043
$691K ﹤0.01%
12,447
+39
2044
$691K ﹤0.01%
30,010
+1,827
2045
$690K ﹤0.01%
28,002
2046
$689K ﹤0.01%
64,272
2047
$689K ﹤0.01%
62,100
+26,054
2048
$689K ﹤0.01%
25,806
+7,417
2049
$688K ﹤0.01%
18,250
-2,775
2050
$687K ﹤0.01%
39,165
-2,280
80 81
82
83 84