We are live on ! Find out more
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
WRLD icon
3376
World Acceptance Corp
WRLD
$950M
$231K ﹤0.01%
+1,707
New +$229K
NCA icon
3377
Nuveen California Municipal Value Fund
NCA
$299M
$230K ﹤0.01%
24,561
-2,950
-11% -$27.6K
ACCO icon
3378
Acco Brands
ACCO
$369M
$230K ﹤0.01%
+76,787
New +$289K
GAL icon
3379
State Street Global Allocation ETF
GAL
$302M
$230K ﹤0.01%
+4,645
New +$235K
DNLI icon
3380
Denali Therapeutics
DNLI
$3.67B
$230K ﹤0.01%
11,971
+214
+2% +$4.26K
HBNC icon
3381
Horizon Bancorp
HBNC
$1.03B
$230K ﹤0.01%
13,863
+1,256
+10% +$21.5K
USAS
3382
Americas Gold and Silver
USAS
$1.34B
$229K ﹤0.01%
43,965
+7,583
+21% +$55.4K
OAKI
3383
Oakmark International Large Cap ETF
OAKI
$81.6M
$229K ﹤0.01%
+9,537
New +$246K
HYLS icon
3384
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
$229K ﹤0.01%
+5,632
New +$233K
CNS icon
3385
Cohen & Steers
CNS
$4.18B
$228K ﹤0.01%
+3,653
New +$238K
HUT
3386
Hut 8
HUT
$12.4B
$228K ﹤0.01%
4,863
-724
-13% -$39.2K
CIGI icon
3387
Colliers International
CIGI
$4.98B
$228K ﹤0.01%
2,130
-128
-6% -$16K
QTOC icon
3388
Innovator Growth Accelerated Plus ETF October
QTOC
$22.5M
$227K ﹤0.01%
6,859
– –
NDEC
3389
Innovator Growth-100 Power Buffer ETF - December
NDEC
$64.3M
$227K ﹤0.01%
8,431
– –
WPP icon
3390
WPP
WPP
$4.04B
$227K ﹤0.01%
14,574
+244
+2% +$4.58K
FHB icon
3391
First Hawaiian
FHB
$3.42B
$226K ﹤0.01%
+9,191
New +$237K
DXC icon
3392
DXC Technology
DXC
$1.63B
$226K ﹤0.01%
18,013
-2,406
-12% -$32.3K
MAT icon
3393
Mattel
MAT
$4.17B
$226K ﹤0.01%
15,577
-7,095
-31% -$129K
AOK icon
3394
iShares Core Conservative Allocation ETF
AOK
$803M
$226K ﹤0.01%
5,667
+6
+0.1% +$243
ALRM icon
3395
Alarm.com
ALRM
$2.56B
$225K ﹤0.01%
5,213
+1,055
+25% +$50.4K
UYG icon
3396
ProShares Ultra Financials
UYG
$811M
$225K ﹤0.01%
3,062
+2
+0.1% +$164
KSPY
3397
KraneShares Hedgeye Hedged Equity Index ETF
KSPY
$117M
$225K ﹤0.01%
8,190
– –
TOLL icon
3398
Tema Durable Quality ETF
TOLL
$57.7M
$224K ﹤0.01%
6,645
+200
+3% +$7.14K
QUS icon
3399
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$224K ﹤0.01%
+1,304
New +$230K
SAR icon
3400
Saratoga Investment
SAR
$309M
$224K ﹤0.01%
10,221
+8
+0.1% +$184
134 135
136
137 138

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.