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
2201
– –
-12,010
2202
$0 ﹤0.01%
523
2203
– –
-122,204
2204
– –
-8,155
2205
– –
-279,302
2206
– –
-30,628
2207
– –
-10,145
2208
– –
-68,749
2209
– –
-10,795
2210
– –
-17,492
2211
– –
-7,479
2212
– –
-3,136
2213
– –
-10,745
2214
– –
-12,613
2215
– –
-53,719
2216
– –
-2,780
2217
– –
-52,508
2218
– –
-3,756
2219
– –
-5,526
2220
– –
-6,719
2221
– –
-23,860
2222
– –
-45,372
2223
– –
-9,076
2224
– –
-10,658
2225
– –
-13,451
87 88
89
90 91