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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
SWK icon
1451
Stanley Black & Decker
SWK
$14.2B
$3.13M ﹤0.01%
44,065
-3,159
-7% -$254K
TNL icon
1452
Travel + Leisure Co
TNL
$4.54B
$3.12M ﹤0.01%
45,035
+6,183
+16% +$446K
KCE icon
1453
State Street SPDR S&P Capital Markets ETF
KCE
$453M
$3.11M ﹤0.01%
22,614
-201
-0.9% -$29.7K
JFLX
1454
JPMorgan Flexible Debt ETF
JFLX
$1.41B
$3.11M ﹤0.01%
62,513
-1,319
-2% -$66.4K
CGNG
1455
Capital Group New Geography Equity ETF
CGNG
$2.61B
$3.09M ﹤0.01%
+97,954
New +$3.25M
SNY icon
1456
Sanofi
SNY
$104B
$3.09M ﹤0.01%
64,096
-8,436
-12% -$393K
BUG icon
1457
Global X Cybersecurity ETF
BUG
$1.2B
$3.09M ﹤0.01%
122,924
-10,571
-8% -$290K
SFBS
1458
ServisFirst Bancshares
SFBS
$4.79B
$3.08M ﹤0.01%
42,342
-1,368
-3% -$108K
IYG icon
1459
iShares US Financial Services ETF
IYG
$2.13B
$3.08M ﹤0.01%
37,156
-11,689
-24% -$1.03M
IBTK icon
1460
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$908M
$3.08M ﹤0.01%
155,971
-1,435
-0.9% -$28.5K
ZSEP
1461
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$124M
$3.07M ﹤0.01%
115,069
-3,091
-3% -$83K
TEI
1462
Templeton Emerging Markets Income Fund
TEI
$310M
$3.07M ﹤0.01%
510,283
+1,852
+0.4% +$12.2K
BNL icon
1463
Broadstone Net Lease
BNL
$4.29B
$3.06M ﹤0.01%
167,581
-5,199
-3% -$97.9K
HIG icon
1464
Hartford Financial Services
HIG
$38.5B
$3.06M ﹤0.01%
22,601
-48,475
-68% -$6.62M
CWEN icon
1465
Clearway Energy Class C
CWEN
$5B
$3.06M ﹤0.01%
77,762
+6,501
+9% +$243K
VTWV icon
1466
Vanguard Russell 2000 Value ETF
VTWV
$1.29B
$3.05M ﹤0.01%
18,260
-941
-5% -$161K
LMUB
1467
iShares Long-Term National Muni Bond ETF
LMUB
$1.68B
$3.05M ﹤0.01%
61,048
+32,202
+112% +$1.63M
TXT icon
1468
Textron
TXT
$16.6B
$3.05M ﹤0.01%
34,797
-4,899
-12% -$457K
IBTH icon
1469
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$3.05M ﹤0.01%
135,771
+2,624
+2% +$59K
CNA icon
1470
CNA Financial
CNA
$14.5B
$3.04M ﹤0.01%
66,166
+3,488
+6% +$165K
BSMS icon
1471
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$309M
$3.03M ﹤0.01%
129,700
+12,566
+11% +$296K
UYLD icon
1472
Angel Oak UltraShort Income ETF
UYLD
$1.56B
$3.02M ﹤0.01%
+59,149
New +$3.03M
SCHI icon
1473
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$3.02M ﹤0.01%
132,950
-5,890
-4% -$135K
BIZD icon
1474
VanEck BDC Income ETF
BIZD
$1.58B
$3.01M ﹤0.01%
235,298
+106,855
+83% +$1.44M
DBEF icon
1475
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$3.01M ﹤0.01%
60,892
+22,741
+60% +$1.14M
57 58
59
60 61

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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.