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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
BILS icon
626
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.84B
$19.5M 0.02%
196,124
+18,858
+11% +$1.87M
CHD icon
627
Church & Dwight Co
CHD
$23.1B
$19.3M 0.02%
206,782
-24,451
-11% -$2.35M
BTAL icon
628
AGF US Market Neutral Anti-Beta Fund
BTAL
$305M
$19.3M 0.02%
1,379,568
+1,363,110
+8,282% +$19.1M
NET icon
629
Cloudflare
NET
$93B
$19.2M 0.02%
93,181
+7,289
+8% +$1.39M
IVES
630
Dan IVES Wedbush AI Revolution ETF
IVES
$991M
$19.2M 0.02%
677,488
+133,683
+25% +$4.13M
DTCR icon
631
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.16B
$19.2M 0.02%
800,599
+183,590
+30% +$4.49M
CTVA icon
632
Corteva
CTVA
$59.7B
$19.1M 0.02%
228,419
+35,349
+18% +$2.66M
LDOS icon
633
Leidos
LDOS
$14.1B
$19M 0.02%
122,417
+10,485
+9% +$1.88M
FSMB icon
634
First Trust Short Duration Managed Municipal ETF
FSMB
$618M
$18.9M 0.02%
949,368
+69,352
+8% +$1.4M
EQT icon
635
EQT Corp
EQT
$33.2B
$18.9M 0.02%
296,824
+175,809
+145% +$10.3M
ING icon
636
ING
ING
$93.8B
$18.8M 0.02%
722,302
-113,079
-14% -$3.18M
CI icon
637
Cigna
CI
$76.6B
$18.8M 0.02%
70,501
-2,194
-3% -$607K
ALL icon
638
Allstate
ALL
$66.9B
$18.8M 0.02%
90,673
+2,010
+2% +$412K
IBMR icon
639
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$462M
$18.6M 0.02%
732,945
-12,861
-2% -$329K
TER icon
640
Teradyne
TER
$54.8B
$18.4M 0.02%
62,219
-241,361
-80% -$67.3M
CCL icon
641
Carnival Corporation Ltd
CCL
$36.1B
$18.4M 0.02%
710,810
+94,518
+15% +$2.76M
ESGV icon
642
Vanguard ESG US Stock ETF
ESGV
$12.9B
$18.3M 0.02%
163,408
-10,451
-6% -$1.24M
JSCP icon
643
JPMorgan Short Duration Core Plus ETF
JSCP
$1.67B
$18.3M 0.02%
387,189
+69,801
+22% +$3.32M
AMP icon
644
Ameriprise Financial
AMP
$46.8B
$18.3M 0.02%
41,117
-2,922
-7% -$1.41M
DG icon
645
Dollar General
DG
$25.9B
$18.1M 0.02%
152,748
+1,349
+0.9% +$192K
RXI icon
646
iShares Global Consumer Discretionary ETF
RXI
$245M
$17.9M 0.02%
96,227
+32,010
+50% +$6.45M
VITL icon
647
Vital Farms
VITL
$558M
$17.9M 0.02%
1,268,715
+1,233,084
+3,461% +$29.1M
VSGX icon
648
Vanguard ESG International Stock ETF
VSGX
$6.43B
$17.8M 0.02%
248,507
+103,490
+71% +$7.76M
RLY icon
649
State Street Multi-Asset Real Return ETF
RLY
$1.26B
$17.8M 0.02%
493,089
-154,747
-24% -$5.36M
IXG icon
650
iShares Global Financials ETF
IXG
$655M
$17.8M 0.02%
156,213
+49,508
+46% +$5.88M
24 25
26
27 28

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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.