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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
FXL icon
1801
First Trust Technology AlphaDEX Fund
FXL
$2.47B
$1.75M ﹤0.01%
11,038
-500
-4% -$83.6K
CAG icon
1802
Conagra Brands
CAG
$7.07B
$1.75M ﹤0.01%
111,549
+21,283
+24% +$376K
BPOP icon
1803
Popular Inc
BPOP
$11B
$1.75M ﹤0.01%
13,057
-679
-5% -$91K
PSFF icon
1804
Pacer Swan SOS Fund of Funds ETF
PSFF
$586M
$1.75M ﹤0.01%
54,604
-1,605
-3% -$52K
BFC icon
1805
Bank First Corp
BFC
$1.67B
$1.75M ﹤0.01%
12,938
-478
-4% -$65.2K
NJAN icon
1806
Innovator Growth-100 Power Buffer ETF January
NJAN
$349M
$1.74M ﹤0.01%
32,670
-2,900
-8% -$159K
DEUS icon
1807
Xtrackers Russell US Multifactor ETF
DEUS
$299M
$1.74M ﹤0.01%
29,097
+3,567
+14% +$218K
EPAM icon
1808
EPAM Systems
EPAM
$4.69B
$1.74M ﹤0.01%
12,840
-5,147
-29% -$880K
AER icon
1809
AerCap
AER
$23.9B
$1.73M ﹤0.01%
12,648
+2,791
+28% +$399K
ISCB icon
1810
iShares Morningstar Small-Cap ETF
ISCB
$281M
$1.73M ﹤0.01%
26,648
+2,094
+9% +$141K
CANC icon
1811
Tema Oncology ETF
CANC
$196M
$1.73M ﹤0.01%
+47,241
New +$1.72M
INFQ
1812
Infleqtion Inc
INFQ
$1.96B
$1.73M ﹤0.01%
+176,601
New +$2.01M
UCB
1813
United Community Banks
UCB
$4.22B
$1.73M ﹤0.01%
54,969
-1,219
-2% -$40.1K
BBY icon
1814
Best Buy
BBY
$18B
$1.73M ﹤0.01%
26,928
-74,364
-73% -$4.88M
ROL icon
1815
Rollins
ROL
$18.6B
$1.73M ﹤0.01%
32,341
+8,874
+38% +$528K
TJAN
1816
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.4M
$1.72M ﹤0.01%
63,479
– –
VSTS icon
1817
Vestis
VSTS
$2.06B
$1.71M ﹤0.01%
217,889
-115,307
-35% -$842K
AOCT
1818
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$49.3M
$1.71M ﹤0.01%
64,656
– –
ECHO
1819
EchoStar
ECHO
$25.5B
$1.71M ﹤0.01%
14,605
+3,745
+34% +$430K
NXT icon
1820
Nextpower Inc
NXT
$15.2B
$1.7M ﹤0.01%
14,143
-2,989
-17% -$331K
LDRT
1821
iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
$139M
$1.69M ﹤0.01%
66,963
+6,763
+11% +$171K
PB icon
1822
Prosperity Bancshares
PB
$8.77B
$1.69M ﹤0.01%
25,143
+1,541
+7% +$108K
APOC
1823
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$69.9M
$1.69M ﹤0.01%
66,135
-7,585
-10% -$199K
FDIS icon
1824
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.59B
$1.68M ﹤0.01%
18,026
-53,126
-75% -$5.32M
TRMB icon
1825
Trimble
TRMB
$12.3B
$1.68M ﹤0.01%
25,718
-16,009
-38% -$1.11M
71 72
73
74 75

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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.