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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
PSTP icon
976
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$132M
$8.06M 0.01%
233,852
+14,346
+7% +$506K
USDU icon
977
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$472M
$8.04M 0.01%
305,315
+180,346
+144% +$4.66M
QEFA icon
978
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.04B
$8.03M 0.01%
86,136
+24,206
+39% +$2.3M
FLEX icon
979
Flex
FLEX
$43.4B
$8.02M 0.01%
122,590
+1,155
+1% +$73.9K
QLD icon
980
ProShares Ultra QQQ
QLD
$12.5B
$8.01M 0.01%
131,310
-5,595
-4% -$382K
PDN icon
981
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$349M
$7.98M 0.01%
184,062
-524
-0.3% -$23.4K
XCEM icon
982
Columbia EM Core ex-China ETF
XCEM
$1.9B
$7.95M 0.01%
194,907
-2,005
-1% -$84.1K
ZS icon
983
Zscaler
ZS
$23B
$7.91M 0.01%
56,358
+11,279
+25% +$2M
RACE icon
984
Ferrari
RACE
$63.3B
$7.91M 0.01%
23,376
-1,692
-7% -$592K
SPHY icon
985
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$7.9M 0.01%
338,923
+64,725
+24% +$1.53M
AZZ icon
986
AZZ Inc
AZZ
$4.5B
$7.9M 0.01%
63,119
+1,808
+3% +$228K
TM icon
987
Toyota
TM
$210B
$7.89M 0.01%
38,276
+2,478
+7% +$560K
NULV icon
988
Nuveen ESG Large-Cap Value ETF
NULV
$2.16B
$7.88M 0.01%
173,269
+9,882
+6% +$461K
IYJ icon
989
iShares US Industrials ETF
IYJ
$1.98B
$7.84M 0.01%
53,141
-5,740
-10% -$888K
CGBL icon
990
Capital Group Core Balanced ETF
CGBL
$7.01B
$7.81M 0.01%
227,023
+16,621
+8% +$595K
BBAG icon
991
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
$7.8M 0.01%
168,947
-44
-0% -$2.04K
PTNQ icon
992
Pacer Trendpilot 100 ETF
PTNQ
$1.2B
$7.78M 0.01%
106,576
+6,939
+7% +$539K
IBTG icon
993
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.25B
$7.76M 0.01%
338,466
-2,844
-0.8% -$65.1K
BOCT icon
994
Innovator US Equity Buffer ETF October
BOCT
$283M
$7.75M 0.01%
161,512
-4,855
-3% -$240K
WBD icon
995
Warner Bros
WBD
$64.6B
$7.74M 0.01%
281,885
+38,916
+16% +$1.09M
INFL icon
996
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.5B
$7.73M 0.01%
148,561
+6,537
+5% +$330K
IVLU icon
997
iShares MSCI Intl Value Factor ETF
IVLU
$4.31B
$7.64M 0.01%
192,626
+53,172
+38% +$2.15M
CSRE
998
Cohen & Steers Real Estate Active ETF
CSRE
$505M
$7.61M 0.01%
289,532
+138,645
+92% +$3.72M
PMAR icon
999
Innovator US Equity Power Buffer ETF March
PMAR
$755M
$7.58M 0.01%
169,902
+30,746
+22% +$1.39M
PNW icon
1000
Pinnacle West Capital
PNW
$12.9B
$7.58M 0.01%
75,213
+2,543
+3% +$245K
38 39
40
41 42

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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.