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
$13.9B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,298
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$46.6M
3
+$42.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.3M

Top Sells

1
+$22.9M
2
+$13.8M
3
+$13.6M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$13.4M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$13.1M

Sector Composition

1 Technology 11.23%
2 Healthcare 9.72%
3 Financials 9.67%
4 Industrials 7.05%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$91K ﹤0.01%
10,456
2052
$90K ﹤0.01%
+13,233
2053
$90K ﹤0.01%
26,026
-6
2054
$90K ﹤0.01%
16,515
2055
$89K ﹤0.01%
5,456
+277
2056
$89K ﹤0.01%
245,000
2057
$88K ﹤0.01%
23,493
+500
2058
$87K ﹤0.01%
1,656
+4
2059
$87K ﹤0.01%
2,387
-296
2060
$86K ﹤0.01%
925
-250
2061
$85K ﹤0.01%
15,350
+950
2062
$84K ﹤0.01%
35,700
-9,500
2063
$82K ﹤0.01%
1,079
+400
2064
$82K ﹤0.01%
+10,382
2065
$81K ﹤0.01%
19,256
2066
$78K ﹤0.01%
+10,760
2067
$75K ﹤0.01%
70,205
+15,582
2068
$73K ﹤0.01%
2
2069
$73K ﹤0.01%
11,718
2070
$70K ﹤0.01%
11,491
2071
$69K ﹤0.01%
+1,600
2072
$69K ﹤0.01%
210
2073
$68K ﹤0.01%
25,281
-1,410
2074
$67K ﹤0.01%
+12,789
2075
$66K ﹤0.01%
34,100
81 82
83
84 85