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
2301
– –
-10,525
2302
– –
-27,236
2303
– –
-18,048
2304
– –
-21,788
2305
– –
-13,148
2306
– –
-10,973
2307
– –
-117,933
2308
– –
-2,400
2309
– –
-27,095
2310
– –
-39,254
2311
– –
-40,975
2312
– –
-7,893
2313
– –
-56,257
2314
– –
-12,027
2315
– –
-12,177
2316
– –
-12,320
2317
– –
-14,033
2318
– –
-8,350,400
2319
– –
-69,109
2320
– –
-89,199
2321
– –
-694,180
2322
– –
-21,514
2323
– –
-6,569
2324
– –
-9,360
2325
– –
-23,408
91 92
93
94 95