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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
CW icon
851
Curtiss-Wright
CW
$27.7B
$10.8M 0.01%
15,816
+239
+2% +$159K
SSB icon
852
SouthState Bank Corp
SSB
$10.3B
$10.8M 0.01%
116,333
-71,294
-38% -$6.99M
SPLV icon
853
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$10.7M 0.01%
146,402
+10,665
+8% +$790K
PNOV icon
854
Innovator US Equity Power Buffer ETF November
PNOV
$879M
$10.7M 0.01%
262,014
-892
-0.3% -$37.3K
MTB icon
855
M&T Bank
MTB
$36.2B
$10.7M 0.01%
51,742
+45
+0.1% +$9.69K
ARTY
856
iShares Future AI & Tech ETF
ARTY
$3.49B
$10.7M 0.01%
229,242
-25,866
-10% -$1.3M
ATO icon
857
Atmos Energy
ATO
$29.9B
$10.7M 0.01%
57,699
-1,797
-3% -$318K
UDN icon
858
Invesco DB US Dollar Index Bearish Fund
UDN
$107M
$10.6M 0.01%
591,440
+9,714
+2% +$177K
SPAB icon
859
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$10.6M 0.01%
414,682
+55,662
+16% +$1.44M
POCT icon
860
Innovator US Equity Power Buffer ETF October
POCT
$963M
$10.6M 0.01%
246,221
-4,662
-2% -$205K
YUM icon
861
Yum! Brands
YUM
$41B
$10.5M 0.01%
67,823
+3,320
+5% +$526K
IHI icon
862
iShares US Medical Devices ETF
IHI
$3.02B
$10.5M 0.01%
196,921
+7,502
+4% +$441K
AVLC icon
863
Avantis US Large Cap Equity ETF
AVLC
$1.34B
$10.5M 0.01%
135,243
+824
+0.6% +$66K
XBI icon
864
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$10.5M 0.01%
82,081
+9,559
+13% +$1.19M
FIX icon
865
Comfort Systems
FIX
$61B
$10.5M 0.01%
7,555
+144
+2% +$183K
IFRA icon
866
iShares US Infrastructure ETF
IFRA
$4.65B
$10.5M 0.01%
182,906
+26,849
+17% +$1.54M
BUFB icon
867
Innovator Laddered Allocation Buffer ETF
BUFB
$314M
$10.4M 0.01%
290,949
+14,984
+5% +$550K
ISPY icon
868
ProShares S&P 500 High Income ETF
ISPY
$1.23B
$10.4M 0.01%
240,266
+11,072
+5% +$502K
TCAF icon
869
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.81B
$10.4M 0.01%
291,582
+13,011
+5% +$487K
FNB icon
870
FNB Corp
FNB
$6.78B
$10.4M 0.01%
619,188
+7,646
+1% +$132K
IVAL icon
871
Alpha Architect International Quantitative Value ETF
IVAL
$214M
$10.3M 0.01%
304,274
+1,782
+0.6% +$60.7K
AJG icon
872
Arthur J. Gallagher & Co
AJG
$63.7B
$10.3M 0.01%
47,706
-3,223
-6% -$744K
XYL icon
873
Xylem
XYL
$28.5B
$10.3M 0.01%
85,878
-3,931
-4% -$515K
STEL
874
DELISTED
Stellar Bancorp
STEL
$10.2M 0.01%
279,753
+1,423
+0.5% +$51K
NJUN
875
Innovator Growth-100 Power Buffer ETF - June
NJUN
$168M
$10.2M 0.01%
327,058
– –
33 34
35
36 37

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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.