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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
DAPP icon
2876
VanEck Digital Transformation ETF
DAPP
$241M
$419K ﹤0.01%
28,109
-28,469
-50% -$489K
EYPT icon
2877
EyePoint Inc
EYPT
$1.02B
$419K ﹤0.01%
32,499
-63
-0.2% -$942
JMEE icon
2878
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.85B
$419K ﹤0.01%
6,274
-397
-6% -$27K
CII icon
2879
BlackRock Enhanced Captial and Income Fund
CII
$1B
$419K ﹤0.01%
19,918
+2,373
+14% +$53.5K
EWT icon
2880
iShares MSCI Taiwan ETF
EWT
$10B
$418K ﹤0.01%
5,901
+944
+19% +$66.4K
SPUS icon
2881
SP Funds S&P 500 Sharia ETF
SPUS
$2.84B
$418K ﹤0.01%
+8,679
New +$439K
UHT
2882
Universal Health Realty Income Trust
UHT
$608M
$417K ﹤0.01%
10,313
+1,446
+16% +$60K
FTDR icon
2883
Frontdoor
FTDR
$5.02B
$416K ﹤0.01%
7,870
+2,655
+51% +$158K
AAT
2884
American Assets Trust
AAT
$1.49B
$416K ﹤0.01%
22,590
+1,030
+5% +$19.3K
HYT icon
2885
BlackRock Corporate High Yield Fund
HYT
$1.36B
$416K ﹤0.01%
48,806
+359
+0.7% +$3.15K
BOOT icon
2886
Boot Barn
BOOT
$4.55B
$416K ﹤0.01%
2,839
+589
+26% +$107K
FMS icon
2887
Fresenius Medical Care
FMS
$13.2B
$415K ﹤0.01%
18,409
+1,161
+7% +$26.7K
S icon
2888
SentinelOne
S
$6.22B
$415K ﹤0.01%
32,189
+5,873
+22% +$81.6K
FJUN icon
2889
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$414K ﹤0.01%
7,331
-114
-2% -$6.53K
GMAB icon
2890
Genmab
GMAB
$17.7B
$414K ﹤0.01%
+15,433
New +$462K
KNSA icon
2891
Kiniksa Pharmaceuticals
KNSA
$4.83B
$413K ﹤0.01%
8,585
-139
-2% -$6.16K
IVVM icon
2892
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
$166M
$413K ﹤0.01%
12,117
– –
DSEP icon
2893
FT Vest US Equity Deep Buffer ETF September
DSEP
$348M
$412K ﹤0.01%
9,378
+1
+0% +$45
QSPT icon
2894
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$617M
$412K ﹤0.01%
13,460
+848
+7% +$26.7K
APPS icon
2895
Digital Turbine
APPS
$1.02B
$412K ﹤0.01%
143,038
-2,375
-2% -$10.2K
SYSB
2896
iShares Systematic Bond ETF
SYSB
$1.15B
$412K ﹤0.01%
4,628
+311
+7% +$27.9K
VIAV icon
2897
Viavi Solutions
VIAV
$9.75B
$412K ﹤0.01%
12,368
+1,300
+12% +$34.4K
AMR icon
2898
Alpha Metallurgical Resources
AMR
$1.82B
$410K ﹤0.01%
+1,996
New +$404K
BBEU icon
2899
JPMorgan BetaBuilders Europe ETF
BBEU
$9.13B
$409K ﹤0.01%
5,646
-22
-0.4% -$1.66K
CHT icon
2900
Chunghwa Telecom
CHT
$33.2B
$409K ﹤0.01%
9,675
+3,891
+67% +$165K
114 115
116
117 118

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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.