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
2076
– –
-30,000
2077
– –
-3,132
2078
– –
-4,973
2079
– –
-9,450
2080
– –
-49,563
2081
– –
-76,860
2082
– –
-4,032
2083
– –
-4,710
2084
– –
-3,526
2085
– –
-35,789
2086
– –
-13,848
2087
– –
-8,783
2088
– –
-1,650
2089
– –
-123,522
2090
– –
-169,171
2091
– –
-15,604
2092
– –
-3,877
2093
– –
-5,638
2094
– –
-176,486
2095
– –
-7,701
2096
– –
-62,744
2097
– –
-4,565
2098
– –
-9,214
2099
– –
-12,460
2100
– –
-7,609
82 83
84
85 86