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
2401
– –
-6,887
2402
– –
-18,247
2403
– –
-66,133
2404
– –
-19,887
2405
– –
-14,646
2406
– –
-11,866
2407
– –
-377,936
2408
– –
-2,412
2409
– –
-1,352,524
2410
– –
-238,156
2411
– –
-51,004
2412
– –
-2,951
2413
– –
-15,397
2414
– –
-7,551
2415
– –
-15,401
2416
– –
-24,234
2417
– –
-29,697
2418
– –
-24,474
2419
– –
-4,564
2420
– –
-11,275
2421
– –
-16,573
2422
– –
-53,017
2423
– –
-16,354
2424
– –
-35,296
2425
– –
-10,000
94 95 96
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