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
2176
– –
-73,906
2177
– –
-10,819
2178
– –
-16,665
2179
– –
-40,223
2180
– –
-11,604
2181
– –
-11,609
2182
– –
-48,243
2183
– –
-3,069
2184
– –
-110
2185
– –
-11,468
2186
– –
-16,856
2187
– –
-8,647
2188
– –
-14,000
2189
– –
-11,357
2190
– –
-13,800
2191
– –
-3,243
2192
– –
-747
2193
– –
-5,639
2194
– –
-98,972
2195
– –
-4,570
2196
– –
-5,438
2197
– –
-27,189
2198
– –
-11,158
2199
– –
-2,606
2200
– –
-15,253
86 87
88
89 90