HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
-$835M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,347
New
Increased
Reduced
Closed

Top Buys

1
+$325M
2
+$91.7M
3
+$60.2M
4
ET icon
Energy Transfer Partners
ET
+$48.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.8M

Top Sells

1
+$41.4M
2
+$22.1M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.3M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$13.2M

Sector Composition

1 Technology 10.06%
2 Healthcare 9.47%
3 Financials 8.84%
4 Energy 7.17%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
– –
-10,000
2127
– –
-4,881
2128
– –
-4,552
2129
– –
-24,988
2130
– –
-12,170
2131
– –
-10,902
2132
– –
-2,550
2133
– –
-49,512
2134
– –
-5,117
2135
– –
-19,058
2136
– –
-28,286
2137
– –
-327,271
2138
– –
-12,842
2139
– –
-8,237
2140
– –
-10,000
2141
– –
-2,513
2142
– –
-5,887
2143
– –
-21,067
2144
– –
-13,919
2145
– –
-49,156
2146
– –
-15,309
2147
– –
-2,132
2148
– –
-24
2149
– –
-43
2150
– –
-43
84 85
86
87 88