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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
FFBC icon
1751
First Financial Bancorp
FFBC
$3.55B
$1.88M ﹤0.01%
67,511
+7,653
+13% +$213K
GBFH
1752
GBank Financial Holdings
GBFH
$449M
$1.88M ﹤0.01%
70,224
-20,427
-23% -$627K
JTEK icon
1753
JPMorgan US Tech Leaders ETF
JTEK
$4.04B
$1.88M ﹤0.01%
23,594
+946
+4% +$81.1K
SPLB icon
1754
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$1.88M ﹤0.01%
84,423
+55,677
+194% +$1.26M
IGLD icon
1755
FT Vest Gold Strategy Target Income ETF
IGLD
$507M
$1.88M ﹤0.01%
73,457
-1,638
-2% -$44.2K
FJUL icon
1756
FT Vest US Equity Buffer ETF July
FJUL
$1.19B
$1.87M ﹤0.01%
34,214
+4,898
+17% +$274K
ZBH icon
1757
Zimmer Biomet
ZBH
$17.7B
$1.87M ﹤0.01%
20,674
+2,824
+16% +$259K
CVE icon
1758
Cenovus Energy
CVE
$54.6B
$1.87M ﹤0.01%
70,416
+39,071
+125% +$833K
INDA icon
1759
iShares MSCI India ETF
INDA
$6.71B
$1.87M ﹤0.01%
39,846
-15,242
-28% -$781K
GWX icon
1760
State Street SPDR S&P International Small Cap ETF
GWX
$861M
$1.87M ﹤0.01%
44,191
-772
-2% -$33.6K
BNTX icon
1761
BioNTech
BNTX
$22.6B
$1.87M ﹤0.01%
20,985
-249
-1% -$25.6K
QQQI icon
1762
NEOS Nasdaq 100 High Income ETF
QQQI
$12.6B
$1.86M ﹤0.01%
37,530
+6,843
+22% +$360K
GPZ
1763
VanEck Alternative Asset Manager ETF
GPZ
$238M
$1.86M ﹤0.01%
86,801
+45,806
+112% +$1.11M
IAUM icon
1764
iShares Gold Trust Micro
IAUM
$6.36B
$1.86M ﹤0.01%
39,786
+6,722
+20% +$327K
AVAV icon
1765
AeroVironment
AVAV
$7.57B
$1.86M ﹤0.01%
10,146
+2,545
+33% +$670K
LDRI
1766
iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
$21.9M
$1.85M ﹤0.01%
72,758
+7,910
+12% +$200K
QMFE
1767
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$47.9M
$1.85M ﹤0.01%
+83,252
New +$1.87M
FLJP icon
1768
Franklin FTSE Japan ETF
FLJP
$3.93B
$1.85M ﹤0.01%
51,032
-875
-2% -$32.4K
UDEC
1769
Innovator US Equity Ultra Buffer ETF December
UDEC
$247M
$1.85M ﹤0.01%
47,522
-7,250
-13% -$287K
UTF icon
1770
Cohen & Steers Infrastructure Fund
UTF
$3.14B
$1.84M ﹤0.01%
71,105
+2,451
+4% +$63.1K
CATH icon
1771
Global X S&P 500 Catholic Values ETF
CATH
$1.27B
$1.84M ﹤0.01%
23,543
+3,631
+18% +$297K
ATR icon
1772
AptarGroup
ATR
$8.45B
$1.84M ﹤0.01%
14,594
+526
+4% +$68.5K
IEO icon
1773
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$1.84M ﹤0.01%
14,700
+5,877
+67% +$622K
STEW
1774
SRH Total Return Fund
STEW
$1.75B
$1.83M ﹤0.01%
107,147
-7,017
-6% -$125K
KOMP icon
1775
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.59B
$1.83M ﹤0.01%
31,305
+2,840
+10% +$178K
69 70
71
72 73

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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.