HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.9B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$30.7M
3
+$20.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.8M
5
VTV icon
Vanguard Value ETF
VTV
+$17.7M

Top Sells

1
+$752M
2
+$467M
3
+$281M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$212M
5
AMZN icon
Amazon
AMZN
+$178M

Sector Composition

1 Technology 8.38%
2 Financials 8.25%
3 Healthcare 7.78%
4 Energy 6.23%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-2,951
2202
– –
-15,397
2203
– –
-7,551
2204
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-15,401
2205
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-24,234
2206
– –
-29,697
2207
– –
-24,474
2208
– –
-4,564
2209
– –
-11,275
2210
– –
-16,573
2211
– –
-53,017
2212
– –
-16,354
2213
– –
-35,296
2214
– –
-10,000
2215
– –
-1,318
2216
– –
-19,115
2217
– –
-30,800
2218
– –
-11,239
2219
– –
-32,681
2220
– –
-2,832
2221
– –
-28,654
2222
– –
-48,725
2223
– –
-4,970
2224
– –
-100,113
2225
– –
-36,655
87 88
89
90 91