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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
DNL icon
1826
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$468M
$1.68M ﹤0.01%
41,544
-4,787
-10% -$203K
BUXX icon
1827
Strive Enhanced Income Short Maturity ETF
BUXX
$488M
$1.68M ﹤0.01%
82,839
+65,318
+373% +$1.32M
MAXJ
1828
iShares Large Cap Max Buffer Jun ETF
MAXJ
$150M
$1.67M ﹤0.01%
59,217
-1,224
-2% -$34.6K
PECO icon
1829
Phillips Edison & Co
PECO
$5.48B
$1.67M ﹤0.01%
44,509
+12,437
+39% +$462K
PRFD icon
1830
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$223M
$1.66M ﹤0.01%
32,846
+1,649
+5% +$85.1K
EHC icon
1831
Encompass Health
EHC
$11.2B
$1.66M ﹤0.01%
17,173
-65
-0.4% -$6.67K
PCEF icon
1832
Invesco CEF Income Composite ETF
PCEF
$812M
$1.65M ﹤0.01%
87,925
-4,591
-5% -$90.8K
IQV icon
1833
IQVIA
IQV
$34.7B
$1.65M ﹤0.01%
9,680
+2,325
+32% +$454K
HR icon
1834
Healthcare Realty
HR
$7.42B
$1.65M ﹤0.01%
97,101
+19,582
+25% +$343K
JEF icon
1835
Jefferies Financial Group
JEF
$12.9B
$1.64M ﹤0.01%
39,713
+2,709
+7% +$141K
INDB icon
1836
Independent Bank
INDB
$4.05B
$1.63M ﹤0.01%
21,627
-1,019
-4% -$79.9K
IDU icon
1837
iShares US Utilities ETF
IDU
$1.41B
$1.62M ﹤0.01%
13,981
-2,049
-13% -$233K
RIG icon
1838
Transocean
RIG
$5.92B
$1.62M ﹤0.01%
244,685
-1,841,157
-88% -$10.4M
LIEN
1839
Chicago Atlantic BDC
LIEN
$215M
$1.62M ﹤0.01%
173,624
+152,221
+711% +$1.55M
BAP icon
1840
Credicorp
BAP
$30.9B
$1.62M ﹤0.01%
4,776
+2,324
+95% +$779K
AMJB icon
1841
Alerian MLP Index ETNs due January 28 2044
AMJB
$862M
$1.62M ﹤0.01%
46,777
+657
+1% +$21.9K
FPXI icon
1842
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$279M
$1.61M ﹤0.01%
26,121
+913
+4% +$58.6K
FDUS icon
1843
Fidus Investment
FDUS
$737M
$1.61M ﹤0.01%
92,582
-633
-0.7% -$11.8K
CALI
1844
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$423M
$1.61M ﹤0.01%
31,958
-276
-0.9% -$14K
PCOR icon
1845
Procore
PCOR
$6.46B
$1.61M ﹤0.01%
28,220
+7,888
+39% +$467K
AGNC icon
1846
AGNC Investment
AGNC
$12.3B
$1.61M ﹤0.01%
160,183
+3,832
+2% +$42.4K
FICO icon
1847
Fair Isaac
FICO
$28.7B
$1.61M ﹤0.01%
1,503
+324
+27% +$444K
WYNN icon
1848
Wynn Resorts
WYNN
$10.1B
$1.6M ﹤0.01%
15,785
+6,763
+75% +$740K
PRI icon
1849
Primerica
PRI
$9.81B
$1.6M ﹤0.01%
6,388
-2,339
-27% -$603K
LCTU icon
1850
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$1.6M ﹤0.01%
22,747
+429
+2% +$31.5K
72 73
74
75 76

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Pictet Asset Management
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Russell Investments Group
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Allianz Asset Management
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Boston Partners
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SG Americas Securities
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VOYA Investment Management
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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.