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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 | |
|---|---|---|---|---|---|---|
776
Cintas
CTAS
$82.4B
| $12.9M | 0.01% |
76,468
-1,854
| -2% | -$355K |
|
777
HDFC Bank
HDB
$119B
| $12.9M | 0.01% |
519,646
+101,010
| +24% | +$3.14M |
|
778
Nucor
NUE
$56.4B
| $12.9M | 0.01% |
76,384
+1,754
| +2% | +$306K |
|
779
Coinbase
COIN
$41.7B
| $12.9M | 0.01% |
73,866
-31,895
| -30% | -$6.28M |
|
780
Invesco S&P 500 Pure Value ETF
RPV
$1.61B
| $12.9M | 0.01% |
120,023
-376
| -0.3% | -$40.9K |
|
781
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
| $12.9M | 0.01% |
151,790
-12,502
| -8% | -$1.12M |
|
782
British American Tobacco
BTI
$132B
| $12.9M | 0.01% |
220,423
+22,815
| +12% | +$1.35M |
|
783
Innovator Equity Managed Floor ETF
SFLR
$2.08B
| $12.9M | 0.01% |
363,843
+28,587
| +9% | +$1.05M |
|
784
Entergy
ETR
$54.1B
| $12.8M | 0.01% |
114,078
+15,633
| +16% | +$1.57M |
|
|
FEOE
785
First Eagle Overseas Equity ETF
FEOE
$1.52B
| $12.8M | 0.01% |
253,938
+213,704
| +531% | +$11.1M |
|
786
VanEck Long Muni ETF
MLN
$683M
| $12.7M | 0.01% |
729,653
-287,816
| -28% | -$5.05M |
|
787
Western Digital
WDC
$179B
| $12.7M | 0.01% |
47,036
+11,743
| +33% | +$3.07M |
|
788
Simplify Health Care ETF
PINK
$375M
| $12.7M | 0.01% |
377,893
-5,685
| -1% | -$203K |
|
789
iShares Global Healthcare ETF
IXJ
$4.11B
| $12.7M | 0.01% |
135,647
+1,336
| +1% | +$131K |
|
790
Lumentum
LITE
$59.4B
| $12.6M | 0.01% |
17,988
+10,888
| +153% | +$5.98M |
|
791
Expedia Group
EXPE
$31.2B
| $12.6M | 0.01% |
54,549
-25,223
| -32% | -$6.2M |
|
792
Innovator US Equity Power Buffer ETF September
PSEP
$842M
| $12.6M | 0.01% |
291,969
-30,860
| -10% | -$1.35M |
|
793
Invesco DB Agriculture Fund
DBA
$1.26B
| $12.5M | 0.01% |
459,189
-18,098
| -4% | -$473K |
|
794
eBay
EBAY
$48.6B
| $12.5M | 0.01% |
137,096
+3,604
| +3% | +$324K |
|
795
Monster Beverage
MNST
$91.4B
| $12.4M | 0.01% |
171,739
-6,274
| -4% | -$495K |
|
796
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
| $12.4M | 0.01% |
182,344
-2,685
| -1% | -$193K |
|
797
Box
BOX
$4.02B
| $12.3M | 0.01% |
520,969
+85,306
| +20% | +$2.15M |
|
|
LENS
798
Sarmaya Thematic ETF
LENS
$56.2M
| $12.3M | 0.01% |
267,894
+73,623
| +38% | +$3.36M |
|
799
Avantis US Large Cap Value ETF
AVLV
$17.3B
| $12.2M | 0.01% |
151,834
+4,814
| +3% | +$390K |
|
800
Invesco Short Term Treasury ETF
TBLL
$2.58B
| $12.2M | 0.01% |
115,905
-25,158
| -18% | -$2.66M |
|
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.