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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$94.2B
AUM Growth
+$2.78B
Cap. Flow
+$3.88B
Cap. Flow %
4.12%
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194

Top Buys

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.52B
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$541M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$338M
4
AAPL icon
Apple
AAPL
+$199M
5
NVDA icon
NVIDIA
NVDA
+$92.2M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$129M
2
EXAS
Exact Sciences
EXAS
+$125M
3
HYD icon
VanEck High Yield Muni ETF
HYD
+$94.7M
4
TER icon
Teradyne
TER
+$67.3M
5
ORCL icon
Oracle
ORCL
+$56.9M

Sector Composition

Rank Sector Weight
1 Technology 12.05%
2 Financials 8.61%
3 Healthcare 6.66%
4 Consumer Discretionary 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASHR icon
2476
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.35B
$673K ﹤0.01%
20,608
+11,855
+135% +$397K
TCAI
2477
Tortoise AI Infrastructure ETF
TCAI
$241M
$673K ﹤0.01%
19,415
+1,535
+9% +$53.2K
ROAD icon
2478
Construction Partners
ROAD
$5.84B
$671K ﹤0.01%
6,042
-1,590
-21% -$191K
FTA icon
2479
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.38B
$671K ﹤0.01%
7,267
+301
+4% +$27.6K
SDVD icon
2480
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$909M
$669K ﹤0.01%
30,830
+12
+0% +$270
RHI icon
2481
Robert Half
RHI
$3.61B
$669K ﹤0.01%
26,323
-14,009
-35% -$371K
PDP icon
2482
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$669K ﹤0.01%
5,537
+3,331
+151% +$413K
PLMR icon
2483
Palomar
PLMR
$3.65B
$669K ﹤0.01%
5,595
-12,018
-68% -$1.5M
GNR icon
2484
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.75B
$666K ﹤0.01%
8,918
+4,882
+121% +$345K
HRB icon
2485
H&R Block
HRB
$5.18B
$666K ﹤0.01%
20,968
+5,392
+35% +$188K
FDV icon
2486
Federated Hermes US Strategic Dividend ETF
FDV
$840M
$665K ﹤0.01%
21,601
-122
-0.6% -$3.74K
NE icon
2487
Noble Corp
NE
$6.9B
$664K ﹤0.01%
+13,538
New +$553K
CWCO icon
2488
Consolidated Water Co
CWCO
$469M
$664K ﹤0.01%
20,052
+9,520
+90% +$341K
PALL icon
2489
abrdn Physical Palladium Shares ETF
PALL
$603M
$662K ﹤0.01%
24,570
-7,895
-24% -$244K
TR icon
2490
Tootsie Roll Industries
TR
$2.82B
$661K ﹤0.01%
15,472
+4,741
+44% +$186K
IMAR icon
2491
Innovator International Developed Power Buffer ETF March
IMAR
$111M
$661K ﹤0.01%
22,758
+16,018
+238% +$478K
PARR icon
2492
Par Pacific Holdings
PARR
$3.88B
$660K ﹤0.01%
+10,539
New +$472K
IBTI icon
2493
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.86B
$657K ﹤0.01%
29,473
-1,311
-4% -$29.3K
URTH icon
2494
iShares MSCI World ETF
URTH
$7.95B
$655K ﹤0.01%
3,636
+373
+11% +$69.8K
PTC icon
2495
PTC
PTC
$13.7B
$653K ﹤0.01%
4,586
+1,139
+33% +$180K
OKTA icon
2496
Okta
OKTA
$24.1B
$653K ﹤0.01%
8,302
-49,955
-86% -$4.15M
FWD icon
2497
AB Disruptors ETF
FWD
$2.98B
$653K ﹤0.01%
6,012
+196
+3% +$22.1K
CPRX
2498
DELISTED
Catalyst Pharmaceutical
CPRX
$652K ﹤0.01%
26,333
+2,489
+10% +$59.3K
HODL icon
2499
VanEck Bitcoin Trust
HODL
$1.07B
$651K ﹤0.01%
34,002
+1,757
+5% +$37.9K
HFRO
2500
Highland Opportunities and Income Fund
HFRO
$400M
$651K ﹤0.01%
114,025
-4,640
-4% -$28.3K
98 99
100
101 102

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HighTower Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HighTower Advisors held 3,988 positions worth $94.2B, up 3% from $91.4B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $3.88B of net new capital in Q1 2026, opening 344 new positions and adding to 1,983 existing holdings. Its largest new stake was Invesco Oil & Gas Services ETF: 668,746 shares worth $27.7M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was ExxonMobil, an estimated $129M trimmed.

  • HighTower Advisors's largest Q1 2026 buy was Invesco Oil & Gas Services ETF: 668,746 shares worth $27.7M.
  • HighTower Advisors added most to Johnson & Johnson in Q1 2026, an estimated $1.52B increase.
  • HighTower Advisors's biggest Q1 2026 reduction was ExxonMobil, cutting an estimated $129M.
  • HighTower Advisors fully exited Exact Sciences in Q1 2026, selling an estimated $125M.
  • HighTower Advisors's ten largest holdings make up 19% of its $94.2B portfolio in Q1 2026.
  • HighTower Advisors opened 344 new positions and closed 194 in Q1 2026.
  • HighTower Advisors's portfolio value rose 3% quarter-over-quarter to $94.2B.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.