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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
SDIV icon
2176
Global X SuperDividend ETF
SDIV
$1.21B
$1.01M ﹤0.01%
39,873
-4,348
-10% -$111K
MLCI
2177
Mount Logan Capital Inc
MLCI
$35.4M
$1.01M ﹤0.01%
281,324
– –
CUK
2178
DELISTED
Carnival PLC
CUK
$1.01M ﹤0.01%
39,045
+672
+2% +$19.5K
CQP icon
2179
Cheniere Energy
CQP
$31.8B
$1.01M ﹤0.01%
15,567
-22
-0.1% -$1.32K
USEP icon
2180
Innovator US Equity Ultra Buffer ETF September
USEP
$152M
$1.01M ﹤0.01%
25,999
– –
GIL icon
2181
Gildan
GIL
$9.25B
$1M ﹤0.01%
18,059
– –
DFSB icon
2182
Dimensional Global Sustainability Fixed Income ETF
DFSB
$715M
$1M ﹤0.01%
19,401
+5,336
+38% +$278K
JVAL icon
2183
JPMorgan US Value Factor ETF
JVAL
$820M
$1M ﹤0.01%
20,531
– –
IAPR icon
2184
Innovator International Developed Power Buffer ETF April
IAPR
$197M
$1M ﹤0.01%
31,611
+3,185
+11% +$99.5K
ITGR icon
2185
Integer Holdings
ITGR
$3.35B
$1,000K ﹤0.01%
11,361
+3,147
+38% +$268K
BLD
2186
DELISTED
TopBuild
BLD
$999K ﹤0.01%
2,844
+444
+19% +$199K
FHLC icon
2187
Fidelity MSCI Health Care Index ETF
FHLC
$3.27B
$996K ﹤0.01%
14,150
-1,850
-12% -$137K
DOCS icon
2188
Doximity
DOCS
$3.67B
$995K ﹤0.01%
42,717
+16,261
+61% +$507K
RKT icon
2189
Rocket Companies
RKT
$36.9B
$995K ﹤0.01%
69,801
+9,118
+15% +$166K
EG icon
2190
Everest Group
EG
$15.2B
$993K ﹤0.01%
3,037
+1,121
+59% +$369K
SMOT icon
2191
VanEck Morningstar SMID Moat ETF
SMOT
$329M
$991K ﹤0.01%
28,176
+42
+0.1% +$1.53K
IYT icon
2192
iShares US Transportation ETF
IYT
$2.33B
$990K ﹤0.01%
13,265
-967
-7% -$75.2K
MESH
2193
Meshflow Acquisition Corp
MESH
$432M
$989K ﹤0.01%
+99,999
New +$990K
SMOG icon
2194
VanEck Low Carbon Energy ETF
SMOG
$128M
$988K ﹤0.01%
7,120
-136
-2% -$18.7K
JXN icon
2195
Jackson Financial
JXN
$8.32B
$987K ﹤0.01%
9,340
+4,443
+91% +$497K
BCPC
2196
Balchem Corp
BCPC
$5.23B
$986K ﹤0.01%
5,817
+1,483
+34% +$252K
RYAAY icon
2197
Ryanair
RYAAY
$29.5B
$986K ﹤0.01%
17,055
+1,000
+6% +$66K
HURN icon
2198
Huron Consulting
HURN
$1.82B
$980K ﹤0.01%
7,687
-74
-1% -$11.1K
IPAC icon
2199
iShares Core MSCI Pacific ETF
IPAC
$2.6B
$978K ﹤0.01%
12,785
-2,026
-14% -$159K
OC icon
2200
Owens Corning
OC
$11.5B
$978K ﹤0.01%
9,032
+2,375
+36% +$283K
86 87
88
89 90

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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.