HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Est. Return 17.44%
This Quarter Est. Return
1 Year Est. Return
+17.44%
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
1
$411M 2.96%
7,271,708
-175,548
2
$344M 2.48%
1,182,505
+160,164
3
$289M 2.09%
2,530,689
-51,473
4
$178M 1.28%
1,288,783
+21,389
5
$162M 1.17%
758,747
+20,404
6
$160M 1.16%
1,602,420
+33,220
7
$150M 1.08%
963,335
+19,868
8
$143M 1.03%
767,490
+506,901
9
$135M 0.98%
1,200,478
+36,827
10
$133M 0.96%
1,248,211
+132,128
11
$130M 0.94%
775,448
-2,136
12
$125M 0.9%
1,843,550
-62,161
13
$124M 0.9%
1,458,337
-107,886
14
$122M 0.88%
4,807,617
-208,041
15
$106M 0.76%
957,859
+70,890
16
$103M 0.74%
1,932,205
+7,100
17
$101M 0.73%
865,644
-17,506
18
$101M 0.73%
271,800
-34,274
19
$101M 0.72%
485,777
+13,557
20
$98.6M 0.71%
308
-5
21
$91.2M 0.66%
1,045,115
+209,646
22
$89.4M 0.64%
5,328,864
+16,134
23
$89M 0.64%
1,883,305
-220,414
24
$87.1M 0.63%
1,047,881
-20,470
25
$87M 0.63%
686,677
+13,243
1
2 3 4 5