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
2051
$687K ﹤0.01%
+27,064
2052
$687K ﹤0.01%
5,627
+155
2053
$687K ﹤0.01%
14,349
-3,895
2054
$686K ﹤0.01%
9,185
+2,307
2055
$686K ﹤0.01%
80,066
2056
$686K ﹤0.01%
14,022
-1,367
2057
$685K ﹤0.01%
25,056
-1,480
2058
$685K ﹤0.01%
56,417
+1,350
2059
$683K ﹤0.01%
9,364
+419
2060
$683K ﹤0.01%
36,657
-6,751
2061
$683K ﹤0.01%
11,184
+598
2062
$682K ﹤0.01%
13,138
+577
2063
$682K ﹤0.01%
4,821
+663
2064
$681K ﹤0.01%
23,113
+11,785
2065
$680K ﹤0.01%
6,399
+223
2066
$680K ﹤0.01%
+18,735
2067
$679K ﹤0.01%
19,014
2068
$678K ﹤0.01%
16,209
-1,643
2069
$678K ﹤0.01%
10,016
+69
2070
$678K ﹤0.01%
15,831
-2,903
2071
$677K ﹤0.01%
117,123
+105,368
2072
$676K ﹤0.01%
971
-812
2073
$676K ﹤0.01%
43,949
2074
$675K ﹤0.01%
16,315
+381
2075
$674K ﹤0.01%
19,420
+5,200