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
2126
$17K ﹤0.01%
313
2127
– –
0
2128
$15K ﹤0.01%
1,510
2129
– –
0
2130
$13K ﹤0.01%
1,164
-38
2131
$12K ﹤0.01%
27
2132
$12K ﹤0.01%
2
2133
$11K ﹤0.01%
15,666
2134
$10K ﹤0.01%
714
2135
$10K ﹤0.01%
43
2136
$10K ﹤0.01%
10,000
2137
$8K ﹤0.01%
1,071
2138
$8K ﹤0.01%
+10,000
2139
$4K ﹤0.01%
10,000
2140
$3K ﹤0.01%
60
2141
$3K ﹤0.01%
250
2142
$3K ﹤0.01%
43
2143
$3K ﹤0.01%
+218
2144
– –
-10,857
2145
– –
-10,347
2146
– –
-17,416
2147
– –
-4,953
2148
– –
-53,172
2149
– –
-41,978
2150
– –
-2,500
84 85
86
87 88