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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
SPHD icon
1851
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.36B
$1.59M ﹤0.01%
32,134
-788
-2% -$39.7K
WCPB
1852
Weitz Core Plus Bond ETF
WCPB
$217M
$1.59M ﹤0.01%
+62,945
New +$1.61M
YPF icon
1853
YPF
YPF
$20.2B
$1.59M ﹤0.01%
34,423
+25,900
+304% +$980K
CZR icon
1854
Caesars Entertainment
CZR
$6.1B
$1.59M ﹤0.01%
60,196
-4,537
-7% -$108K
QTEC icon
1855
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.4B
$1.59M ﹤0.01%
7,355
-1,219
-14% -$279K
HAP icon
1856
VanEck Natural Resources ETF
HAP
$310M
$1.59M ﹤0.01%
21,913
+11,881
+118% +$821K
FORM icon
1857
FormFactor
FORM
$8.11B
$1.58M ﹤0.01%
16,337
+2,867
+21% +$247K
FTV icon
1858
Fortive
FTV
$19B
$1.58M ﹤0.01%
28,661
-287
-1% -$16.1K
AMRZ
1859
Amrize Ltd
AMRZ
$27.3B
$1.58M ﹤0.01%
28,276
+250
+0.9% +$14.3K
AM icon
1860
Antero Midstream
AM
$10.8B
$1.58M ﹤0.01%
69,417
+9,026
+15% +$186K
SUSC icon
1861
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.58M ﹤0.01%
68,249
+3,736
+6% +$87.3K
FSIG icon
1862
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.51B
$1.57M ﹤0.01%
83,132
+1,856
+2% +$35.5K
IHG icon
1863
InterContinental Hotels
IHG
$23B
$1.57M ﹤0.01%
11,792
-942
-7% -$130K
MDU icon
1864
MDU Resources
MDU
$4.44B
$1.57M ﹤0.01%
75,880
+5,124
+7% +$105K
NUDM icon
1865
Nuveen ESG International Developed Markets Equity ETF
NUDM
$694M
$1.57M ﹤0.01%
43,516
-515
-1% -$19.4K
BALT icon
1866
Innovator Defined Wealth Shield ETF
BALT
$2.66B
$1.57M ﹤0.01%
46,870
+7,282
+18% +$245K
AGM icon
1867
Federal Agricultural Mortgage
AGM
$2.27B
$1.56M ﹤0.01%
10,532
-605
-5% -$99K
AWR icon
1868
American States Water
AWR
$3.39B
$1.56M ﹤0.01%
20,654
+3,989
+24% +$294K
IYZ icon
1869
iShares US Telecommunications ETF
IYZ
$1.19B
$1.56M ﹤0.01%
39,596
-16
-0% -$599
BJ icon
1870
BJs Wholesale Club
BJ
$11.9B
$1.56M ﹤0.01%
15,810
+1,319
+9% +$127K
ENTG icon
1871
Entegris
ENTG
$19.7B
$1.56M ﹤0.01%
13,264
+712
+6% +$84.2K
IVOG icon
1872
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.63B
$1.55M ﹤0.01%
12,408
-511
-4% -$65.2K
REMX icon
1873
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.03B
$1.55M ﹤0.01%
17,597
+2,308
+15% +$208K
GL icon
1874
Globe Life
GL
$13.5B
$1.55M ﹤0.01%
11,123
-4,050
-27% -$572K
XONE icon
1875
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$784M
$1.55M ﹤0.01%
31,254
+7,518
+32% +$372K
73 74
75
76 77

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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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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.