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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
CIFR icon
951
Cipher Digital
CIFR
$9.47B
$8.56M 0.01%
665,494
-6,281
-0.9% -$99.5K
RRX icon
952
Regal Rexnord
RRX
$14.2B
$8.55M 0.01%
45,667
+3,001
+7% +$558K
GLNG icon
953
Golar LNG
GLNG
$4.95B
$8.51M 0.01%
157,202
+34,644
+28% +$1.53M
BJAN icon
954
Innovator US Equity Buffer ETF January
BJAN
$393M
$8.5M 0.01%
159,458
+459
+0.3% +$25.2K
IBHH icon
955
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$451M
$8.46M 0.01%
360,449
+12,601
+4% +$298K
BLOK icon
956
Amplify Blockchain Technology ETF
BLOK
$1.1B
$8.46M 0.01%
169,775
-9,248
-5% -$521K
VBIL
957
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.39B
$8.43M 0.01%
111,424
+35,363
+46% +$2.67M
GLTR icon
958
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.47B
$8.42M 0.01%
38,507
-28,688
-43% -$6.74M
NEAR icon
959
iShares Short Maturity Bond ETF
NEAR
$4.8B
$8.42M 0.01%
165,585
-38,027
-19% -$1.94M
CDL icon
960
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$404M
$8.4M 0.01%
112,753
-21,515
-16% -$1.59M
XLSR icon
961
State Street US Sector Rotation ETF
XLSR
$996M
$8.36M 0.01%
144,716
+12,028
+9% +$733K
CMS icon
962
CMS Energy
CMS
$23.1B
$8.34M 0.01%
107,541
-1,088
-1% -$80.8K
SPOT icon
963
Spotify
SPOT
$99.2B
$8.34M 0.01%
17,189
-915
-5% -$459K
ICF icon
964
iShares Select U.S. REIT ETF
ICF
$2.12B
$8.32M 0.01%
134,433
-8,795
-6% -$551K
BSCQ icon
965
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
$8.28M 0.01%
423,872
+40,011
+10% +$783K
FV icon
966
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$8.26M 0.01%
136,665
-3,671
-3% -$237K
SCHC icon
967
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$8.21M 0.01%
175,610
-4,462
-2% -$216K
BJUL icon
968
Innovator US Equity Buffer ETF July
BJUL
$289M
$8.18M 0.01%
164,710
-3,000
-2% -$152K
BSCR icon
969
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$8.15M 0.01%
415,493
+62,873
+18% +$1.24M
VCRM
970
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.68B
$8.15M 0.01%
108,489
+105,089
+3,091% +$7.98M
PYPL icon
971
PayPal
PYPL
$49.5B
$8.14M 0.01%
180,060
-341,192
-65% -$16.5M
FIIG icon
972
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$645M
$8.09M 0.01%
389,839
+52,684
+16% +$1.11M
VCR icon
973
Vanguard Consumer Discretionary ETF
VCR
$5.84B
$8.08M 0.01%
22,514
-2,987
-12% -$1.15M
UNM icon
974
Unum
UNM
$13.8B
$8.07M 0.01%
110,523
+2,812
+3% +$210K
MUFG icon
975
Mitsubishi UFJ Financial
MUFG
$258B
$8.06M 0.01%
475,087
+19,388
+4% +$345K
37 38
39
40 41

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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.