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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$460K ﹤0.01%
7,978
+1,216
2052
$459K ﹤0.01%
24,000
2053
$459K ﹤0.01%
10,875
-412
2054
$458K ﹤0.01%
14,786
-9,393
2055
$458K ﹤0.01%
+26,618
2056
$457K ﹤0.01%
19,522
-12,007
2057
$457K ﹤0.01%
16,562
+3,555
2058
$456K ﹤0.01%
9,541
+205
2059
$455K ﹤0.01%
2,278
+978
2060
$454K ﹤0.01%
11,497
-898
2061
$454K ﹤0.01%
14,645
-46,162
2062
$454K ﹤0.01%
12,877
2063
$453K ﹤0.01%
10,510
+81
2064
$451K ﹤0.01%
14,370
-198
2065
$451K ﹤0.01%
6,767
+740
2066
$450K ﹤0.01%
+6,769
2067
$448K ﹤0.01%
+4,706
2068
$446K ﹤0.01%
10,870
-420
2069
$444K ﹤0.01%
8,013
-2,173
2070
$444K ﹤0.01%
14,526
-44
2071
$444K ﹤0.01%
101,957
-1,532
2072
$444K ﹤0.01%
4,283
-170
2073
$442K ﹤0.01%
4,217
+629
2074
$442K ﹤0.01%
16,476
-3,727
2075
$441K ﹤0.01%
5,485
+2,651
81 82
83
84 85