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
2101
$44K ﹤0.01%
11,171
2102
$41K ﹤0.01%
718
2103
$39K ﹤0.01%
863
+30
2104
$38K ﹤0.01%
5,767
2105
$36K ﹤0.01%
45,200
+2,100
2106
$36K ﹤0.01%
135
2107
$36K ﹤0.01%
100
2108
$35K ﹤0.01%
2,100
2109
$35K ﹤0.01%
1,318
2110
$34K ﹤0.01%
791
2111
$34K ﹤0.01%
1,625
2112
$33K ﹤0.01%
10,000
2113
$32K ﹤0.01%
1,000
2114
$32K ﹤0.01%
18,741
-50,027
2115
– –
0
2116
$32K ﹤0.01%
24
2117
$28K ﹤0.01%
1,473
-900
2118
$28K ﹤0.01%
12,083
-21,525
2119
$26K ﹤0.01%
500
2120
$21K ﹤0.01%
30,000
2121
$20K ﹤0.01%
19,000
-8,800
2122
$19K ﹤0.01%
3,361
2123
$18K ﹤0.01%
4,078
2124
$18K ﹤0.01%
12,000
2125
$17K ﹤0.01%
9,700
+100
83 84
85
86 87