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
$11.9B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$27.2M
3
+$17.7M
4
EQT icon
EQT Corp
EQT
+$15.3M
5
VTV icon
Vanguard Value ETF
VTV
+$14.4M

Top Sells

1
+$114M
2
+$36.6M
3
+$36.1M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$20.2M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$19.3M

Sector Composition

1 Technology 10.71%
2 Financials 10.5%
3 Healthcare 8.84%
4 Industrials 7.63%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-33,621
2052
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-15,927
2053
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-93,531
2054
– –
-111,550
2055
– –
-41,675
2056
– –
-31,070
2057
– –
-213,040
2058
– –
-4,977
2059
– –
-15,946
2060
– –
-20,859
2061
– –
-20,000
2062
– –
-9,794
2063
– –
-59,791
2064
– –
-9,476
2065
– –
-12,467
2066
– –
-613,803
2067
– –
-11,889
2068
– –
-7,490
2069
– –
-2,719
2070
– –
-11,228
2071
– –
-1,503
2072
– –
-7,546
2073
– –
-3,653
2074
– –
-3,651
2075
– –
-11,215
81 82
83
84 85