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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 | |
|---|---|---|---|---|---|---|
1201
Sea Limited
SE
$61.2B
| $4.94M | 0.01% |
59,688
+9,238
| +18% | +$990K |
|
1202
C.H. Robinson
CHRW
$22B
| $4.93M | 0.01% |
29,713
+7,004
| +31% | +$1.25M |
|
1203
iShares US Treasury Bond ETF
GOVT
$43.6B
| $4.93M | 0.01% |
215,272
+86,103
| +67% | +$1.98M |
|
1204
Illumina
ILMN
$29.4B
| $4.89M | 0.01% |
39,653
-378
| -0.9% | -$49.6K |
|
1205
John Hancock Multifactor Large Cap ETF
JHML
$1.16B
| $4.89M | 0.01% |
62,420
+17,484
| +39% | +$1.42M |
|
1206
iShares Global Comm Services ETF
IXP
$515M
| $4.88M | 0.01% |
42,520
-111,391
| -72% | -$13.4M |
|
1207
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
| $4.88M | 0.01% |
147,008
+23,645
| +19% | +$874K |
|
1208
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
| $4.88M | 0.01% |
106,691
+809
| +0.8% | +$38.2K |
|
|
LVDS
1209
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$109M
| $4.88M | 0.01% |
96,637
-204
| -0.2% | -$10.5K |
|
1210
Alcoa
AA
$11.7B
| $4.87M | 0.01% |
73,411
+2,639
| +4% | +$162K |
|
1211
iShares Expanded Tech Sector ETF
IGM
$9.94B
| $4.87M | 0.01% |
41,080
-1,171
| -3% | -$147K |
|
1212
Global X Copper Miners ETF NEW
COPX
$7.13B
| $4.86M | 0.01% |
63,634
+18,399
| +41% | +$1.52M |
|
1213
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$852M
| $4.83M | 0.01% |
195,302
+9,209
| +5% | +$229K |
|
1214
Gold Fields
GFI
$29.2B
| $4.83M | 0.01% |
106,347
+2,088
| +2% | +$105K |
|
1215
Tractor Supply
TSCO
$16.3B
| $4.82M | 0.01% |
106,482
-169,630
| -61% | -$8.65M |
|
1216
Burlington
BURL
$22B
| $4.82M | 0.01% |
14,817
+745
| +5% | +$228K |
|
1217
Toast
TOST
$16.8B
| $4.82M | 0.01% |
181,837
-9,869
| -5% | -$294K |
|
1218
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$73.6M
| $4.81M | 0.01% |
126,466
-5,554
| -4% | -$213K |
|
1219
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.19B
| $4.8M | 0.01% |
63,563
+1,116
| +2% | +$87.3K |
|
1220
FTAI Aviation
FTAI
$22.2B
| $4.78M | 0.01% |
19,513
-4,581
| -19% | -$1.21M |
|
1221
Lloyds Banking Group
LYG
$87.4B
| $4.78M | 0.01% |
949,937
+186,127
| +24% | +$1.02M |
|
1222
Tapestry
TPR
$28.8B
| $4.77M | 0.01% |
33,781
+4,010
| +13% | +$568K |
|
1223
Fidelity Hedged Equity ETF
FHEQ
$907M
| $4.76M | 0.01% |
161,631
+21,788
| +16% | +$667K |
|
1224
Invesco CurrencyShares Swiss Franc Trust
FXF
$409M
| $4.73M | 0.01% |
42,852
+306
| +0.7% | +$34.5K |
|
1225
ResMed
RMD
$28.3B
| $4.72M | 0.01% |
21,025
-13,719
| -39% | -$3.42M |
|
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.