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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
FEM icon
1251
First Trust Emerging Markets AlphaDEX Fund
FEM
$745M
$4.52M ﹤0.01%
150,949
+125,402
+491% +$3.74M
AROC icon
1252
Archrock
AROC
$6.33B
$4.52M ﹤0.01%
129,888
+13,084
+11% +$418K
JHSC icon
1253
John Hancock Multifactor Small Cap ETF
JHSC
$701M
$4.52M ﹤0.01%
105,281
-862
-0.8% -$38.3K
NANR icon
1254
State Street SPDR S&P North American Natural Resources ETF
NANR
$755M
$4.51M ﹤0.01%
+53,741
New +$4.27M
EDIV icon
1255
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
$4.51M ﹤0.01%
114,309
+30,123
+36% +$1.23M
DSL
1256
DoubleLine Income Solutions Fund
DSL
$1.21B
$4.5M ﹤0.01%
415,436
-18,461
-4% -$208K
IYR icon
1257
iShares US Real Estate ETF
IYR
$4.59B
$4.5M ﹤0.01%
47,576
+7,771
+20% +$755K
MOH icon
1258
Molina Healthcare
MOH
$10.3B
$4.49M ﹤0.01%
33,683
+31,735
+1,629% +$5.05M
PAAS icon
1259
Pan American Silver
PAAS
$18.6B
$4.49M ﹤0.01%
82,102
-1,380
-2% -$79.6K
VIOO icon
1260
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.13B
$4.48M ﹤0.01%
39,023
-19,912
-34% -$2.33M
SOLS
1261
Solstice Advanced Materials
SOLS
$9.62B
$4.48M ﹤0.01%
58,811
-17,959
-23% -$1.23M
RGLD icon
1262
Royal Gold
RGLD
$17.1B
$4.47M ﹤0.01%
17,572
-757
-4% -$201K
NRK icon
1263
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$900M
$4.47M ﹤0.01%
437,638
+2,968
+0.7% +$30.5K
SPYD icon
1264
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
$4.46M ﹤0.01%
97,917
+18,220
+23% +$837K
IAGG icon
1265
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$4.45M ﹤0.01%
88,917
+8,761
+11% +$440K
KEYS icon
1266
Keysight
KEYS
$54.5B
$4.43M ﹤0.01%
15,700
+1,205
+8% +$302K
EUFN icon
1267
iShares MSCI Europe Financials ETF
EUFN
$3.87B
$4.43M ﹤0.01%
127,093
+50,157
+65% +$1.83M
SCHH icon
1268
Schwab US REIT ETF
SCHH
$11.7B
$4.43M ﹤0.01%
206,034
+18,089
+10% +$397K
NGG icon
1269
National Grid
NGG
$82.7B
$4.43M ﹤0.01%
52,333
+2,317
+5% +$200K
EQNR icon
1270
Equinor
EQNR
$95.9B
$4.43M ﹤0.01%
104,903
-8,352
-7% -$252K
NTAP icon
1271
NetApp
NTAP
$32.9B
$4.42M ﹤0.01%
43,123
-52,449
-55% -$5.32M
FTEC icon
1272
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
$4.41M ﹤0.01%
21,217
-51,045
-71% -$11.2M
EFZ icon
1273
ProShares Trust Short MSCI EAFE
EFZ
$12.3M
$4.41M ﹤0.01%
+175,377
New +$4.29M
ZION icon
1274
Zions Bancorporation
ZION
$10.1B
$4.41M ﹤0.01%
76,481
+2,965
+4% +$175K
SPSB icon
1275
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$4.4M ﹤0.01%
146,431
+9,540
+7% +$288K
49 50
51
52 53

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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.