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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+14.94%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$104B
AUM Growth
+$9.91B
(+11%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$181M |
| 2 |
IBM
IBM
|
+$94M |
| 3 |
Accenture
ACN
|
+$81.1M |
| 4 |
Cigna
CI
|
+$80.2M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$77.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US Quality Growth Fund
QGRW
|
+$190M |
| 2 |
Johnson & Johnson
JNJ
|
+$138M |
| 3 |
Cisco
CSCO
|
+$126M |
| 4 |
Altria Group
MO
|
+$118M |
| 5 |
Cummins
CMI
|
+$105M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 48.36% |
| 2 | Technology | 13.56% |
| 3 | Financials | 8.24% |
| 4 | Healthcare | 6.32% |
| 5 | Industrials | 5.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2501
Federated Hermes US Strategic Dividend ETF
FDV
$893M
| $678K | ﹤0.01% |
21,604
+3
| +0% | +$94 |
|
|
BHYP
2502
Bitwise Hyperliquid ETF
BHYP
$152M
| $678K | ﹤0.01% |
+18,430
| New | +$642K |
|
2503
American Century US Quality Value ETF
VALQ
$334M
| $678K | ﹤0.01% |
9,723
+57
| +0.6% | +$3.84K |
|
2504
iShares MSCI China ETF
MCHI
$6.15B
| $678K | ﹤0.01% |
13,284
+1,156
| +10% | +$64.7K |
|
2505
Sun Communities
SUI
$14.2B
| $678K | ﹤0.01% |
5,651
+3,162
| +127% | +$396K |
|
|
RAL
2506
Ralliant Corp
RAL
$7.3B
| $677K | ﹤0.01% |
9,195
-4,784
| -34% | -$267K |
|
2507
Atkore
ATKR
$3.18B
| $677K | ﹤0.01% |
8,903
-13,353
| -60% | -$1.01M |
|
|
BKV
2508
BKV Corp
BKV
$2.65B
| $677K | ﹤0.01% |
+24,735
| New | +$681K |
|
|
PEO
2509
Adams Natural Resources Fund
PEO
$821M
| $677K | ﹤0.01% |
27,374
-4,261
| -13% | -$111K |
|
|
ETW
2510
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.06B
| $675K | ﹤0.01% |
69,986
+3,094
| +5% | +$28.9K |
|
|
IWMI
2511
NEOS Russell 2000 High Income ETF
IWMI
$1.23B
| $675K | ﹤0.01% |
+12,604
| New | +$647K |
|
2512
BOK Financial
BOKF
$8.19B
| $674K | ﹤0.01% |
4,856
-2,229
| -31% | -$295K |
|
2513
Construction Partners
ROAD
$5.6B
| $673K | ﹤0.01% |
5,670
-372
| -6% | -$44.1K |
|
2514
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$740M
| $672K | ﹤0.01% |
29,680
+2,040
| +7% | +$46.4K |
|
2515
Piper Sandler
PIPR
$5.44B
| $672K | ﹤0.01% |
9,293
-7,502
| -45% | -$608K |
|
2516
Innovator Emerging Markets Power Buffer ETF October
EOCT
$108M
| $672K | ﹤0.01% |
19,664
-123,366
| -86% | -$4.15M |
|
2517
Oceaneering
OII
$4.89B
| $671K | ﹤0.01% |
16,564
-13,745
| -45% | -$518K |
|
|
HQH
2518
abrdn Healthcare Investors
HQH
$1.28B
| $671K | ﹤0.01% |
30,515
+545
| +2% | +$10.7K |
|
2519
Simplify Commodities Strategy No K-1 ETF
HARD
$67.4M
| $671K | ﹤0.01% |
22,612
-2,313
| -9% | -$78.1K |
|
2520
Lionsgate Studios
LION
$3.29B
| $670K | ﹤0.01% |
43,743
-11,846
| -21% | -$153K |
|
2521
Invesco
IVZ
$14.3B
| $669K | ﹤0.01% |
25,360
-16,544
| -39% | -$439K |
|
|
BBHL
2522
BBH Select Large Cap ETF
BBHL
$525M
| $668K | ﹤0.01% |
38,416
+15,828
| +70% | +$262K |
|
|
BCPC
2523
Balchem Corp
BCPC
$5.41B
| $668K | ﹤0.01% |
3,952
-1,865
| -32% | -$310K |
|
2524
Boyd Gaming
BYD
$5.47B
| $667K | ﹤0.01% |
7,557
-777
| -9% | -$66.1K |
|
|
MDLN
2525
Medline Inc
MDLN
$30.2B
| $667K | ﹤0.01% |
16,920
+1,505
| +10% | +$60.6K |
|
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AI
HighTower Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, HighTower Advisors held 4,055 positions worth $104B, up 11% from $94.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
HighTower Advisors's Q2 2026 filing shows 259 new, 1,454 increased, 1,905 reduced and 257 closed positions. Its largest new stake was SpaceX: 404,138 shares worth $69.1M. The largest sale was WisdomTree US Quality Growth Fund, an estimated $190M.
By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.
- HighTower Advisors's largest Q2 2026 buy was SpaceX: 404,138 shares worth $69.1M.
- HighTower Advisors added most to iShares Core S&P US Growth ETF in Q2 2026, an estimated $181M increase.
- HighTower Advisors's biggest Q2 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $190M.
- HighTower Advisors fully exited Invesco Oil & Gas Services ETF in Q2 2026, selling an estimated $27.7M.
- HighTower Advisors's ten largest holdings make up 19% of its $104B portfolio in Q2 2026.
- HighTower Advisors opened 259 new positions and closed 257 in Q2 2026.
- HighTower Advisors's portfolio value rose 11% quarter-over-quarter to $104B.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.