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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
JAPN
1776
Horizon Kinetics Japan Owner Operator ETF
JAPN
$24.4M
$1.83M ﹤0.01%
80,780
+29,527
+58% +$716K
ACM icon
1777
Aecom
ACM
$9.07B
$1.83M ﹤0.01%
21,548
+9,755
+83% +$925K
UNOV icon
1778
Innovator US Equity Ultra Buffer ETF November
UNOV
$107M
$1.82M ﹤0.01%
48,952
– –
PPLI
1779
People Inc
PPLI
$3.1B
$1.82M ﹤0.01%
45,551
+2,188
+5% +$83K
KFY icon
1780
Korn Ferry
KFY
$3.98B
$1.82M ﹤0.01%
28,934
+2,723
+10% +$176K
AKAM icon
1781
Akamai
AKAM
$16.8B
$1.82M ﹤0.01%
15,813
-10,147
-39% -$1.02M
FDEC icon
1782
FT Vest US Equity Buffer ETF December
FDEC
$1.31B
$1.82M ﹤0.01%
36,517
+2,120
+6% +$108K
DCO icon
1783
Ducommun
DCO
$2.68B
$1.82M ﹤0.01%
14,879
+20
+0.1% +$2.39K
RLI icon
1784
RLI Corp
RLI
$5.68B
$1.81M ﹤0.01%
31,806
-1,847
-5% -$111K
CAFG icon
1785
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$29.6M
$1.81M ﹤0.01%
66,346
+9,268
+16% +$253K
BKGI icon
1786
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.21B
$1.81M ﹤0.01%
40,548
+1,242
+3% +$53.9K
PRCS
1787
Parnassus Core Select ETF
PRCS
$170M
$1.8M ﹤0.01%
72,176
+15,644
+28% +$416K
SVIV
1788
Spring Valley Acquisition Corp IV
SVIV
$313M
$1.8M ﹤0.01%
+182,500
New +$1.81M
PGHY icon
1789
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$221M
$1.8M ﹤0.01%
92,776
-345
-0.4% -$6.85K
MTCH icon
1790
Match Group
MTCH
$8.84B
$1.8M ﹤0.01%
58,638
+11,989
+26% +$374K
GFS icon
1791
GlobalFoundries
GFS
$29.4B
$1.8M ﹤0.01%
40,458
+14,428
+55% +$636K
FDG icon
1792
American Century Focused Dynamic Growth ETF
FDG
$382M
$1.8M ﹤0.01%
15,754
+233
+2% +$28.3K
TTAN
1793
ServiceTitan Inc
TTAN
$6.72B
$1.8M ﹤0.01%
28,305
+915
+3% +$70.6K
SPGM icon
1794
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.7B
$1.79M ﹤0.01%
23,658
-667,158
-97% -$52.3M
DUSB icon
1795
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.19B
$1.79M ﹤0.01%
35,310
+6,868
+24% +$349K
ILCG icon
1796
iShares Morningstar Growth ETF
ILCG
$3.1B
$1.78M ﹤0.01%
18,626
-1,090
-6% -$111K
ITB icon
1797
iShares US Home Construction ETF
ITB
$2.41B
$1.77M ﹤0.01%
19,544
-752
-4% -$76.9K
ISHG icon
1798
iShares 1-3 Year International Treasury Bond ETF
ISHG
$854M
$1.76M ﹤0.01%
23,791
+880
+4% +$66.4K
JIRE icon
1799
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$1.76M ﹤0.01%
23,288
+7,385
+46% +$577K
CVNA icon
1800
Carvana
CVNA
$43.3B
$1.76M ﹤0.01%
27,975
+4,570
+20% +$339K
70 71
72
73 74

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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.