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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
XHE icon
1951
State Street SPDR S&P Health Care Equipment ETF
XHE
$147M
$1.41M ﹤0.01%
18,008
-29
-0.2% -$2.48K
ADX icon
1952
Adams Diversified Equity Fund
ADX
$3.17B
$1.41M ﹤0.01%
64,272
-647
-1% -$14.9K
FXR icon
1953
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$732M
$1.41M ﹤0.01%
17,233
– –
QUAD icon
1954
Quad
QUAD
$430M
$1.41M ﹤0.01%
212,788
+12,549
+6% +$81.1K
BUL icon
1955
Pacer US Cash Cows Growth ETF
BUL
$127M
$1.4M ﹤0.01%
25,986
+2,795
+12% +$157K
TYLD icon
1956
Cambria Tactical Yield ETF
TYLD
$34.1M
$1.4M ﹤0.01%
55,710
+7,184
+15% +$181K
ESQ icon
1957
Esquire Financial Holdings
ESQ
$1.04B
$1.4M ﹤0.01%
12,997
-155
-1% -$16.6K
KOF icon
1958
Coca-Cola Femsa
KOF
$21.6B
$1.4M ﹤0.01%
14,315
+4,955
+53% +$513K
FCAP icon
1959
First Capital
FCAP
$203M
$1.4M ﹤0.01%
28,128
+4
+0% +$207
NUSC icon
1960
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$1.39M ﹤0.01%
30,939
+1,264
+4% +$59K
GVA icon
1961
Granite Construction
GVA
$5.45B
$1.39M ﹤0.01%
11,626
+4,053
+54% +$506K
COLO
1962
Global X MSCI Colombia ETF
COLO
$196M
$1.39M ﹤0.01%
35,216
-1,800
-5% -$71.2K
FCFS icon
1963
FirstCash
FCFS
$8.55B
$1.39M ﹤0.01%
7,407
-120
-2% -$21.7K
EMTL
1964
DELISTED
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$1.39M ﹤0.01%
+32,723
New +$1.41M
XJH icon
1965
iShares ESG Screened S&P Mid-Cap ETF
XJH
$420M
$1.39M ﹤0.01%
30,660
+2,275
+8% +$107K
DFIS icon
1966
Dimensional International Small Cap ETF
DFIS
$5.76B
$1.39M ﹤0.01%
41,281
-240
-0.6% -$8.36K
HYXF icon
1967
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$203M
$1.39M ﹤0.01%
29,980
+1,458
+5% +$68.5K
BXP icon
1968
Boston Properties
BXP
$11B
$1.39M ﹤0.01%
26,715
-1,355
-5% -$81.5K
ZJAN
1969
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$115M
$1.39M ﹤0.01%
50,853
+9,100
+22% +$249K
SOXL icon
1970
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.7B
$1.38M ﹤0.01%
28,779
-13,131
-31% -$762K
IGRO icon
1971
iShares International Dividend Growth ETF
IGRO
$1.27B
$1.38M ﹤0.01%
16,449
+855
+5% +$73.3K
WD icon
1972
Walker & Dunlop
WD
$1.65B
$1.38M ﹤0.01%
31,019
+969
+3% +$54.6K
PZA icon
1973
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.19B
$1.37M ﹤0.01%
59,832
+6,054
+11% +$141K
FCAL icon
1974
First Trust California Municipal High income ETF
FCAL
$219M
$1.37M ﹤0.01%
28,122
+1,370
+5% +$67.9K
LW icon
1975
Lamb Weston
LW
$6.82B
$1.37M ﹤0.01%
32,466
-7,269
-18% -$324K
77 78
79
80 81

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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.