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
$61.7B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,611
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$87.1M
3
+$81.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$80.1M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$77.6M

Top Sells

1
+$445M
2
+$194M
3
+$174M
4
AAPL icon
Apple
AAPL
+$155M
5
MSFT icon
Microsoft
MSFT
+$127M

Sector Composition

1 Technology 13.41%
2 Financials 10.17%
3 Healthcare 6.78%
4 Consumer Discretionary 6.47%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$697K ﹤0.01%
28,344
+342
2027
$697K ﹤0.01%
+26,570
2028
$696K ﹤0.01%
10,671
+1,691
2029
$694K ﹤0.01%
28,428
+3,786
2030
$693K ﹤0.01%
5,500
-1,563
2031
$692K ﹤0.01%
23,881
-2,409
2032
$691K ﹤0.01%
3,909
-1,433
2033
$690K ﹤0.01%
29,232
+7,456
2034
$690K ﹤0.01%
15,200
+4,460
2035
$688K ﹤0.01%
15,934
-381
2036
$688K ﹤0.01%
6,253
+177
2037
$688K ﹤0.01%
13,489
+1,493
2038
$687K ﹤0.01%
17,106
+1,714
2039
$685K ﹤0.01%
30,095
-147
2040
$685K ﹤0.01%
4,627
+1,555
2041
$685K ﹤0.01%
44,686
-7,350
2042
$683K ﹤0.01%
11,087
-14
2043
$681K ﹤0.01%
10,085
+1,320
2044
$680K ﹤0.01%
37,176
+7,146
2045
$677K ﹤0.01%
10,703
-574
2046
$675K ﹤0.01%
33,413
+375
2047
$674K ﹤0.01%
7,010
+762
2048
$673K ﹤0.01%
29,282
+31
2049
$671K ﹤0.01%
10,477
+3,367
2050
$671K ﹤0.01%
27,934
-76,415
80 81
82
83 84