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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
LKQ icon
2976
LKQ Corp
LKQ
$6.58B
$372K ﹤0.01%
+12,652
New +$406K
QAI icon
2977
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1B
$371K ﹤0.01%
10,860
-373
-3% -$12.8K
DDFN
2978
Innovator Equity Dual Directional 15 Buffer ETF - November
DDFN
$75.4M
$370K ﹤0.01%
19,487
– –
VNQI icon
2979
Vanguard Global ex-US Real Estate ETF
VNQI
$3.46B
$370K ﹤0.01%
8,319
-111,237
-93% -$5.3M
ULVM icon
2980
VictoryShares US Value Momentum ETF
ULVM
$266M
$369K ﹤0.01%
3,869
– –
CFFI icon
2981
C&F Financial
CFFI
$254M
$369K ﹤0.01%
5,063
-233
-4% -$17.1K
MRCY icon
2982
Mercury Systems
MRCY
$6.2B
$369K ﹤0.01%
+5,062
New +$441K
CAC icon
2983
Camden National
CAC
$924M
$369K ﹤0.01%
7,774
+229
+3% +$10.7K
COLL icon
2984
Collegium Pharmaceutical
COLL
$1.14B
$369K ﹤0.01%
11,153
+5,092
+84% +$216K
EVN
2985
Eaton Vance Municipal Income Trust
EVN
$427M
$368K ﹤0.01%
35,350
+8,000
+29% +$86.6K
FAPR icon
2986
FT Vest US Equity Buffer ETF April
FAPR
$1.26B
$367K ﹤0.01%
8,167
– –
AMDL icon
2987
GraniteShares 2x Long AMD Daily ETF
AMDL
$1.12B
$366K ﹤0.01%
30,000
– –
VBND icon
2988
Vident US Bond Strategy ETF
VBND
$524M
$366K ﹤0.01%
8,439
+274
+3% +$12.1K
BTCI
2989
NEOS Bitcoin High Income ETF
BTCI
$1.09B
$365K ﹤0.01%
11,134
+1,095
+11% +$41.2K
MPT
2990
Medical Properties Trust
MPT
$2.89B
$364K ﹤0.01%
78,654
-5,175
-6% -$27K
WSFS icon
2991
WSFS Financial
WSFS
$4.1B
$364K ﹤0.01%
5,561
-61
-1% -$3.85K
PLOW icon
2992
Douglas Dynamics
PLOW
$1.07B
$363K ﹤0.01%
+8,634
New +$349K
SBR
2993
Sabine Royalty Trust
SBR
$1.08B
$362K ﹤0.01%
4,816
+46
+1% +$3.28K
CARG icon
2994
CarGurus
CARG
$3.01B
$362K ﹤0.01%
10,641
+3,547
+50% +$116K
RUSHA icon
2995
Rush Enterprises Class A
RUSHA
$5.95B
$362K ﹤0.01%
5,473
+376
+7% +$24.8K
VC icon
2996
Visteon
VC
$2.77B
$362K ﹤0.01%
+3,970
New +$376K
TNA icon
2997
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.34B
$361K ﹤0.01%
+8,182
New +$419K
PAXS
2998
PIMCO Access Income Fund
PAXS
$660M
$360K ﹤0.01%
+25,000
New +$383K
HPI
2999
John Hancock Preferred Income Fund
HPI
$428M
$360K ﹤0.01%
22,958
-6,413
-22% -$103K
NIO icon
3000
NIO
NIO
$11.3B
$359K ﹤0.01%
59,509
-63,493
-52% -$321K
118 119
120
121 122

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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.