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
2351
– –
-91,244
2352
– –
-1,939
2353
– –
-439,325
2354
– –
-10,228
2355
– –
-3,275
2356
– –
-2,057,380
2357
– –
-16,360
2358
– –
-16,784
2359
– –
-4,204
2360
– –
-215,863
2361
– –
0
2362
– –
-218,336
2363
– –
-23,483
2364
– –
-12,000
2365
– –
-1,624
2366
– –
-17,562
2367
– –
-2,806
2368
– –
-41,490
2369
– –
-33,151
2370
– –
-33,367
2371
– –
-10,599
2372
– –
-867
2373
– –
-20,205
2374
– –
-7,399
2375
– –
-11,846
93 94
95
96 97