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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B Turnover 12.73%
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$94.2B
AUM Growth
+$2.78B
Cap. Flow
+$3.84B
Cap. Flow %
4.08%
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194
Avg Time Held Equity + Options
4.5 years
Top 10 Avg Time Held Equity + Options
3.6 years
Top 20 Avg Time Held Equity + Options
4.7 years
Avg Time Held Equity only
4.5 years
Top 10 Avg Time Held Equity only
3.9 years
Top 20 Avg Time Held Equity only
4.7 years

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 icon
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 Miscellaneous 47.55%
2 Technology 12.05%
3 Financials 8.61%
4 Healthcare 6.66%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
EXFY icon
3851
Expensify
EXFY
$221M
– –
-27,407
Closed -$41.4K –
FG icon
3852
F&G Annuities & Life
FG
$2.56B
– –
-28,280
Closed -$872K –
FINX icon
3853
Global X FinTech ETF
FINX
$155M
– –
-33,203
Closed -$977K –
FMN icon
3854
Federated Hermes Premier Municipal Income Fund
FMN
$81.1M
– –
-10,702
Closed -$119K –
FND icon
3855
Floor & Decor
FND
$4.82B
– –
-3,945
Closed -$240K –
FRSX icon
3856
Foresight Autonomous Holdings
FRSX
$3.43M
– –
-3,680
Closed -$14.2K –
FSEC icon
3857
Fidelity Investment Grade Securitized ETF
FSEC
$4.55B
– –
-5,203
Closed -$230K –
FTF icon
3858
Franklin Limited Duration Income Trust
FTF
$220M
– –
-23,168
Closed -$142K –
FUTU icon
3859
Futu Holdings
FUTU
$14.8B
– –
-9,103
Closed -$1.49M –
FWONA icon
3860
Liberty Media Corporation Series A Common Stock
FWONA
$20.9B
– –
-3,485
Closed -$311K –
FYBR icon
3861
DELISTED
Frontier Communications
FYBR
– –
-13,708
Closed -$522K –
GBAB icon
3862
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$346M
– –
-10,443
Closed -$156K –
GDEN icon
3863
DELISTED
Golden Entertainment
GDEN
– –
-7,583
Closed -$206K –
GDOT icon
3864
Green Dot
GDOT
$695M
– –
-32,054
Closed -$411K –
GGME icon
3865
Invesco Next Gen Media and Gaming ETF
GGME
$43.7M
– –
-413,647
Closed -$24.6M –
GHC icon
3866
Graham Holdings Company
GHC
$5.1B
– –
-258
Closed -$284K –
GIB icon
3867
CGI
GIB
$15.6B
– –
-3,491
Closed -$322K –
GRNT icon
3868
Granite Ridge Resources
GRNT
$719M
– –
-94,029
Closed -$442K –
GSY icon
3869
Invesco Ultra Short Duration ETF
GSY
$3.86B
– –
-4,586
Closed -$230K –
GXC icon
3870
State Street SPDR S&P China ETF
GXC
$441M
– –
-33,606
Closed -$3.25M –
HLIT icon
3871
Harmonic Inc
HLIT
$1.17B
– –
-21,120
Closed -$209K –
HLLY icon
3872
Holley
HLLY
$302M
– –
-14,058
Closed -$58.1K –
HLMN icon
3873
Hillman Solutions
HLMN
$1.43B
– –
-24,087
Closed -$209K –
HPS icon
3874
John Hancock Preferred Income Fund III
HPS
$379M
– –
-22,666
Closed -$327K –
HTUS icon
3875
Hull Tactical US ETF
HTUS
$171M
– –
-29,344
Closed -$1.16M –
153 154
155
156 157

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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 $3.84B 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 Miscellaneous at 48% of assets, up from 47% a quarter earlier, followed by Technology and Financials.

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.