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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
(+3%)
Cap. Flow
+$3.88B
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$1.52B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$541M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$338M |
| 4 |
Apple
AAPL
|
+$199M |
| 5 |
NVIDIA
NVDA
|
+$92.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$129M |
| 2 |
EXAS
Exact Sciences
EXAS
|
+$125M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
+$94.7M |
| 4 |
Teradyne
TER
|
+$67.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2126
Liberty Media Series C
FWONK
$24.3B
| $1.09M | ﹤0.01% |
12,778
-1,147
| -8% | -$100K |
|
2127
Super Micro Computer
SMCI
$19.5B
| $1.08M | ﹤0.01% |
47,510
-23,425
| -33% | -$703K |
|
2128
Rigetti Computing
RGTI
$4.7B
| $1.08M | ﹤0.01% |
76,921
-4,929
| -6% | -$92.5K |
|
2129
Fidelity Enhanced Small Cap Core ETF
FESM
$5.93B
| $1.08M | ﹤0.01% |
28,403
-1,723
| -6% | -$67.8K |
|
2130
ALPS Sector Dividend Dogs ETF
SDOG
$1.41B
| $1.08M | ﹤0.01% |
16,584
+143
| +0.9% | +$9.26K |
|
|
QMNV
2131
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$57.1M
| $1.08M | ﹤0.01% |
47,223
| – | – |
|
2132
Oceaneering
OII
$5.25B
| $1.08M | ﹤0.01% |
30,309
+18,786
| +163% | +$608K |
|
2133
Invesco S&P 100 Equal Weight ETF
EQWL
$2.69B
| $1.07M | ﹤0.01% |
9,305
+5,095
| +121% | +$610K |
|
2134
Affiliated Managers Group
AMG
$9.46B
| $1.07M | ﹤0.01% |
3,866
+684
| +21% | +$206K |
|
2135
VanEck CEF Muni Income ETF
XMPT
$218M
| $1.07M | ﹤0.01% |
49,754
-5,225
| -10% | -$115K |
|
2136
Amplify CEF High Income ETF
YYY
$716M
| $1.07M | ﹤0.01% |
96,950
-26,646
| -22% | -$307K |
|
|
TOPT
2137
iShares Top 20 U.S. Stocks ETF
TOPT
$662M
| $1.06M | ﹤0.01% |
37,209
-146,691
| -80% | -$4.42M |
|
2138
Equity Lifestyle Properties
ELS
$12.8B
| $1.06M | ﹤0.01% |
17,058
+752
| +5% | +$48.7K |
|
2139
Innovator US Equity Buffer ETF May
BMAY
$232M
| $1.06M | ﹤0.01% |
23,676
-8,212
| -26% | -$370K |
|
2140
NOV
NOV
$7.45B
| $1.06M | ﹤0.01% |
56,437
+16,298
| +41% | +$306K |
|
2141
ROBO Global Artificial Intelligence ETF
THNQ
$409M
| $1.06M | ﹤0.01% |
17,981
+365
| +2% | +$23K |
|
2142
Astera Labs
ALAB
$50B
| $1.06M | ﹤0.01% |
9,651
-2,574
| -21% | -$367K |
|
2143
Wingstop
WING
$3.68B
| $1.06M | ﹤0.01% |
6,820
-1,172
| -15% | -$282K |
|
2144
AutoNation
AN
$6.97B
| $1.06M | ﹤0.01% |
5,408
+333
| +7% | +$67.3K |
|
2145
Powell Industries
POWL
$8.46B
| $1.05M | ﹤0.01% |
5,847
+3,717
| +175% | +$607K |
|
2146
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$633M
| $1.05M | ﹤0.01% |
22,638
-944
| -4% | -$46K |
|
2147
iShares Copper and Metals Mining ETF
ICOP
$430M
| $1.05M | ﹤0.01% |
+22,094
| New | +$1.11M |
|
2148
Ameris Bancorp
ABCB
$5.89B
| $1.05M | ﹤0.01% |
13,475
+4,421
| +49% | +$351K |
|
2149
Schwab 1000 Index ETF
SCHK
$5.65B
| $1.05M | ﹤0.01% |
33,525
+3,253
| +11% | +$107K |
|
|
TAX
2150
Cambria Tax Aware ETF
TAX
$25.3M
| $1.05M | ﹤0.01% |
38,602
-9,620
| -20% | -$274K |
|
Similar funds
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.