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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$306K ﹤0.01%
7,441
+68
2302
$304K ﹤0.01%
23,427
-719
2303
$304K ﹤0.01%
78,044
+3,511
2304
$304K ﹤0.01%
24,679
+13,415
2305
$303K ﹤0.01%
18,290
+1,586
2306
$303K ﹤0.01%
5,329
2307
$302K ﹤0.01%
4,470
-29
2308
$300K ﹤0.01%
9,521
+8
2309
$300K ﹤0.01%
10,558
-8,527
2310
$300K ﹤0.01%
7,179
-2,161
2311
$299K ﹤0.01%
37,054
-20,000
2312
$299K ﹤0.01%
+12,772
2313
$299K ﹤0.01%
12,135
-324
2314
$298K ﹤0.01%
25,030
+150
2315
$298K ﹤0.01%
25,324
+1,088
2316
$297K ﹤0.01%
3,410
-22
2317
$296K ﹤0.01%
51,678
+22,485
2318
$296K ﹤0.01%
3,403
-102
2319
$295K ﹤0.01%
23,500
+8,235
2320
$295K ﹤0.01%
14,392
+3
2321
$295K ﹤0.01%
+12,250
2322
$295K ﹤0.01%
+9,356
2323
$295K ﹤0.01%
+12,813
2324
$295K ﹤0.01%
56,715
-3,320
2325
$295K ﹤0.01%
84,897
91 92
93
94 95