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
201
$15.4M 0.11%
175,290
+76,360
202
$15.4M 0.11%
176,551
+1,117
203
$15.3M 0.11%
77,975
+65,212
204
$15.2M 0.11%
258,251
+41,601
205
$15.1M 0.11%
7,582
+364
206
$15.1M 0.11%
130,192
+38,088
207
$14.8M 0.11%
92,962
+3,891
208
$14.7M 0.11%
314,538
-5,210
209
$14.7M 0.11%
302,066
-63,585
210
$14.6M 0.11%
187,170
+23,307
211
$14.4M 0.1%
597,293
-16,493
212
$14.4M 0.1%
604,935
+6,410
213
$14.2M 0.1%
419,486
-13,290
214
– –
0
215
$14.2M 0.1%
766,954
-47,942
216
$14.2M 0.1%
78,421
+3,162
217
$14.2M 0.1%
207,393
+5,580
218
$14.1M 0.1%
115,111
-48,114
219
$14.1M 0.1%
403,786
+174,930
220
$14M 0.1%
316,448
-27,072
221
$13.9M 0.1%
57,079
-1,571
222
$13.9M 0.1%
229,614
-2,439
223
– –
0
224
$13.6M 0.1%
552,444
-8,130
225
$13.6M 0.1%
120,903
-5,785
7 8
9
10 11