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
$16.9B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$31.6M
3
+$21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.5M
5
VTV icon
Vanguard Value ETF
VTV
+$18.4M

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 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-13,121
2202
– –
-3,016
2203
– –
-13,651
2204
– –
-36,749
2205
– –
-18,510
2206
– –
-12,544
2207
– –
-10,934
2208
– –
-36,943
2209
– –
-10,375
2210
– –
-29,119
2211
– –
-23,840
2212
– –
-13,269
2213
– –
-9,314
2214
– –
-146,739
2215
– –
-13,738
2216
– –
-5,828
2217
– –
-127,839
2218
– –
-51,073
2219
– –
-6,111
2220
– –
-6,552
2221
– –
-99,232
2222
– –
-3,290
2223
– –
-1,749
2224
– –
-17,767
2225
– –
-10,200
87 88
89
90 91