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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
(+3%)
Cap. Flow
+$3.88B
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$1.52B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$541M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$338M |
| 4 |
Apple
AAPL
|
+$199M |
| 5 |
NVIDIA
NVDA
|
+$92.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$129M |
| 2 |
EXAS
Exact Sciences
EXAS
|
+$125M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
+$94.7M |
| 4 |
Teradyne
TER
|
+$67.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Wheaton Precious Metals
WPM
$50.6B
| $24.2M | 0.03% |
184,975
-30,148
| -14% | -$4.19M |
|
552
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.86B
| $24.2M | 0.03% |
103,505
-5,780
| -5% | -$1.44M |
|
553
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $24.1M | 0.03% |
218,748
-20,608
| -9% | -$2.27M |
|
554
iShares MSCI Global Gold Miners ETF
RING
$2.31B
| $24M | 0.03% |
303,365
-102,413
| -25% | -$8.67M |
|
555
iShares Floating Rate Bond ETF
FLOT
$10.1B
| $23.9M | 0.03% |
470,037
-1,126
| -0.2% | -$57.3K |
|
556
General Motors
GM
$74.7B
| $23.9M | 0.03% |
320,795
+23,405
| +8% | +$1.86M |
|
557
Progressive
PGR
$124B
| $23.8M | 0.03% |
120,212
+5,292
| +5% | +$1.09M |
|
558
Innovator US Equity Ultra Buffer ETF February
UFEB
$240M
| $23.8M | 0.03% |
655,927
-17,624
| -3% | -$650K |
|
559
Ecolab
ECL
$75.6B
| $23.8M | 0.03% |
89,484
+2,512
| +3% | +$709K |
|
560
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
| $23.6M | 0.03% |
314,321
+2,342
| +0.8% | +$182K |
|
561
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.91B
| $23.6M | 0.03% |
406,906
-28,212
| -6% | -$1.77M |
|
562
JPMorgan US Quality Factor ETF
JQUA
$8.09B
| $23.6M | 0.03% |
384,169
+4,525
| +1% | +$287K |
|
563
Invesco Pharmaceuticals ETF
PJP
$425M
| $23.3M | 0.02% |
224,116
+221,397
| +8,143% | +$23.4M |
|
564
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
| $23.2M | 0.02% |
549,075
+30,111
| +6% | +$1.29M |
|
565
Black Hills Corp
BKH
$5.73B
| $23.2M | 0.02% |
334,520
+55,861
| +20% | +$4.02M |
|
566
Federated Hermes
FHI
$4.4B
| $23M | 0.02% |
405,524
+1,685
| +0.4% | +$92.3K |
|
567
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$614M
| $23M | 0.02% |
501,607
+15,530
| +3% | +$720K |
|
568
Invesco Next Gen Connectivity ETF
KNCT
$155M
| $22.9M | 0.02% |
165,587
+4,936
| +3% | +$704K |
|
569
iShares Russell 2000 Growth ETF
IWO
$14.5B
| $22.9M | 0.02% |
72,950
+67
| +0.1% | +$22.3K |
|
570
iShares MSCI Japan ETF
EWJ
$21.7B
| $22.8M | 0.02% |
270,453
+7,674
| +3% | +$664K |
|
571
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
| $22.8M | 0.02% |
386,012
+4,411
| +1% | +$293K |
|
572
iShares MBS ETF
MBB
$39B
| $22.8M | 0.02% |
239,721
+10,356
| +5% | +$989K |
|
573
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
| $22.7M | 0.02% |
527,035
+163,618
| +45% | +$7.27M |
|
574
Cboe Global Markets
CBOE
$29.8B
| $22.7M | 0.02% |
80,729
+15,525
| +24% | +$4.32M |
|
575
Blackstone Secured Lending
BXSL
$5.41B
| $22.7M | 0.02% |
957,122
-49,382
| -5% | -$1.23M |
|
Similar funds
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.