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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
ADUS icon
2576
Addus HomeCare
ADUS
$2.14B
$596K ﹤0.01%
6,366
+1,293
+25% +$137K
RAIL icon
2577
FreightCar America
RAIL
$275M
$596K ﹤0.01%
74,796
-4,827
-6% -$54.7K
BLFY
2578
DELISTED
Blue Foundry Bancorp
BLFY
$596K ﹤0.01%
45,003
+21
+0% +$278
ETG
2579
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.74B
$595K ﹤0.01%
29,555
+11,451
+63% +$257K
GBCI icon
2580
Glacier Bancorp
GBCI
$6.55B
$594K ﹤0.01%
13,289
-2,985
-18% -$141K
ARKF icon
2581
ARK Blockchain & Fintech Innovation ETF
ARKF
$718M
$593K ﹤0.01%
15,593
-4,228
-21% -$178K
OLN icon
2582
Olin
OLN
$2.64B
$592K ﹤0.01%
19,913
+8,044
+68% +$197K
SKYW icon
2583
Skywest
SKYW
$4.11B
$591K ﹤0.01%
6,439
+2,801
+77% +$276K
KT icon
2584
KT
KT
$8.84B
$591K ﹤0.01%
27,561
+218
+0.8% +$4.68K
DJP icon
2585
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$819M
$591K ﹤0.01%
12,268
+1,253
+11% +$53.6K
ETW
2586
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.02B
$587K ﹤0.01%
66,892
+11,220
+20% +$103K
VNO icon
2587
Vornado Realty Trust
VNO
$7.47B
$587K ﹤0.01%
22,589
+2,449
+12% +$72.5K
FRTY icon
2588
Alger Mid Cap 40 ETF
FRTY
$139M
$586K ﹤0.01%
30,093
+902
+3% +$18.7K
ROKU icon
2589
Roku
ROKU
$21.1B
$585K ﹤0.01%
6,187
-22,935
-79% -$2.23M
NODE
2590
VanEck Onchain Economy ETF
NODE
$65.6M
$584K ﹤0.01%
18,040
+7,257
+67% +$263K
SHYD icon
2591
VanEck Short High Yield Muni ETF
SHYD
$447M
$584K ﹤0.01%
25,770
+22
+0.1% +$504
VVV icon
2592
Valvoline
VVV
$4.97B
$582K ﹤0.01%
17,294
-29
-0.2% -$1K
JBTM
2593
JBT Marel
JBTM
$7.14B
$582K ﹤0.01%
4,555
-34,793
-88% -$5.26M
APRH icon
2594
Innovator Premium Income 20 Barrier ETF April
APRH
$25M
$582K ﹤0.01%
23,738
– –
RAL
2595
Ralliant Corp
RAL
$7.77B
$581K ﹤0.01%
13,979
+3,166
+29% +$149K
NBH
2596
Neuberger Municipal Fund Inc
NBH
$304M
$579K ﹤0.01%
57,078
-9,479
-14% -$98K
KJUL icon
2597
Innovator US Small Cap Power Buffer ETF July
KJUL
$207M
$579K ﹤0.01%
18,065
-197,431
-92% -$6.37M
NICE icon
2598
Nice
NICE
$5.29B
$577K ﹤0.01%
5,236
+453
+9% +$51.7K
FSTA icon
2599
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.4B
$576K ﹤0.01%
11,013
-600
-5% -$32K
ARE icon
2600
Alexandria Real Estate Equities
ARE
$8.88B
$576K ﹤0.01%
12,400
+2,618
+27% +$138K
102 103
104
105 106

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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.