We are live on ! Find out more
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
CGNX icon
2051
Cognex
CGNX
$10.3B
$1.21M ﹤0.01%
24,756
+1,750
+8% +$81.7K
CIRC
2052
Circle8 Group
CIRC
$71.3M
$1.21M ﹤0.01%
400,087
+87
+0% +$275
MHD icon
2053
BlackRock MuniHoldings Fund
MHD
$597M
$1.21M ﹤0.01%
107,451
+52,604
+96% +$619K
TJUL icon
2054
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$130M
$1.21M ﹤0.01%
41,265
-405
-1% -$12K
FELG icon
2055
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.44B
$1.21M ﹤0.01%
32,296
+7,699
+31% +$307K
UJUL icon
2056
Innovator US Equity Ultra Buffer ETF July
UJUL
$227M
$1.21M ﹤0.01%
31,600
– –
FFEB icon
2057
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$1.21M ﹤0.01%
21,661
+4,105
+23% +$234K
NORW icon
2058
Global X MSCI Norway ETF
NORW
$86.5M
$1.21M ﹤0.01%
+31,613
New +$1.08M
CPK icon
2059
Chesapeake Utilities
CPK
$3.26B
$1.2M ﹤0.01%
9,523
+1,668
+21% +$215K
GAM
2060
General American Investors Company
GAM
$1.54B
$1.2M ﹤0.01%
20,581
-4,585
-18% -$277K
GTY
2061
Getty Realty Corp
GTY
$2.1B
$1.2M ﹤0.01%
37,820
+2,255
+6% +$70.5K
ANGL icon
2062
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$1.2M ﹤0.01%
41,842
+29,697
+245% +$871K
RBA icon
2063
RB Global
RBA
$20.8B
$1.2M ﹤0.01%
12,510
-1,389
-10% -$147K
BBDC icon
2064
Barings BDC
BBDC
$862M
$1.2M ﹤0.01%
145,656
+5,001
+4% +$43.8K
XT icon
2065
iShares Future Exponential Technologies ETF
XT
$3.77B
$1.2M ﹤0.01%
17,586
-7
-0% -$497
XPND icon
2066
First Trust Expanded Technology ETF
XPND
$37.6M
$1.2M ﹤0.01%
36,492
+631
+2% +$21.9K
NTR icon
2067
Nutrien
NTR
$32.7B
$1.2M ﹤0.01%
15,859
+1,827
+13% +$130K
ZFEB
2068
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$155M
$1.19M ﹤0.01%
46,940
– –
AROW icon
2069
Arrow Financial
AROW
$652M
$1.19M ﹤0.01%
35,491
+15,360
+76% +$513K
CRSP icon
2070
CRISPR Therapeutics
CRSP
$4.58B
$1.19M ﹤0.01%
25,004
-2,505
-9% -$132K
ZBRA icon
2071
Zebra Technologies
ZBRA
$12.4B
$1.19M ﹤0.01%
5,682
-90
-2% -$21.1K
PRME icon
2072
Prime Medicine
PRME
$533M
$1.18M ﹤0.01%
340,255
-59,855
-15% -$228K
GNL icon
2073
Global Net Lease
GNL
$1.87B
$1.18M ﹤0.01%
126,220
+4,138
+3% +$39K
JPC icon
2074
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$1.17M ﹤0.01%
155,624
+8,889
+6% +$71.9K
ADTN icon
2075
Adtran
ADTN
$798M
$1.17M ﹤0.01%
+93,101
New +$944K
81 82
83
84 85

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.