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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 | |
|---|---|---|---|---|---|---|
|
FITE
2651
State Street SPDR S&P Kensho Future Security ETF
FITE
$145M
| $558K | ﹤0.01% |
4,970
+315
| +7% | +$31.9K |
|
2652
Planet Labs
PL
$6.31B
| $558K | ﹤0.01% |
16,841
+1,045
| +7% | +$38.6K |
|
|
VG
2653
Venture Global Inc
VG
$38.1B
| $557K | ﹤0.01% |
50,085
-2,184
| -4% | -$27.6K |
|
2654
Global X SuperDividend ETF
SDIV
$1.23B
| $557K | ﹤0.01% |
22,798
-17,075
| -43% | -$432K |
|
2655
Enact Holdings
ACT
$6.83B
| $557K | ﹤0.01% |
12,189
-850
| -7% | -$36.3K |
|
2656
Alto Ingredients
ALTO
$310M
| $557K | ﹤0.01% |
97,727
| – | – |
|
2657
Clough Select Equity ETF
CBSE
$49.9M
| $557K | ﹤0.01% |
10,634
+5,239
| +97% | +$250K |
|
2658
iShares US Tech Breakthrough Multisector ETF
TECB
$499M
| $556K | ﹤0.01% |
7,745
+916
| +13% | +$60.9K |
|
2659
Vista Energy
VIST
$8.31B
| $555K | ﹤0.01% |
8,695
-7,832
| -47% | -$551K |
|
2660
Southside Bancshares
SBSI
$949M
| $555K | ﹤0.01% |
15,762
-487
| -3% | -$16.1K |
|
2661
Precigen
PGEN
$2.41B
| $554K | ﹤0.01% |
97,242
-16,910
| -15% | -$73.1K |
|
|
PDT
2662
John Hancock Premium Dividend Fund
PDT
$613M
| $551K | ﹤0.01% |
42,535
+2,914
| +7% | +$37.8K |
|
2663
Revvity
RVTY
$13.7B
| $551K | ﹤0.01% |
4,950
-418
| -8% | -$40.3K |
|
|
AIFD
2664
TCW Artificial Intelligence ETF
AIFD
$139M
| $550K | ﹤0.01% |
9,920
+95
| +1% | +$4.69K |
|
2665
Avantis All Equity Markets ETF
AVGE
$1.22B
| $549K | ﹤0.01% |
5,539
+765
| +16% | +$73.6K |
|
2666
Vornado Realty Trust
VNO
$6.5B
| $548K | ﹤0.01% |
13,949
-8,640
| -38% | -$279K |
|
2667
Redwire
RDW
$2.74B
| $548K | ﹤0.01% |
44,804
-121,233
| -73% | -$1.6M |
|
2668
Vicor
VICR
$8.71B
| $548K | ﹤0.01% |
1,442
+174
| +14% | +$47.5K |
|
2669
HCI Group
HCI
$2.3B
| $546K | ﹤0.01% |
3,118
-528
| -14% | -$83.2K |
|
2670
Victory Capital Holdings
VCTR
$6.94B
| $546K | ﹤0.01% |
6,492
-1,179
| -15% | -$94.9K |
|
2671
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.7B
| $544K | ﹤0.01% |
10,606
-3,025
| -22% | -$155K |
|
2672
First Trust Core Investment Grade ETF
FTCB
$2.64B
| $542K | ﹤0.01% |
25,983
+10,740
| +70% | +$225K |
|
|
PDX
2673
PIMCO Dynamic Income Strategy Fund
PDX
$980M
| $541K | ﹤0.01% |
25,994
-2,288
| -8% | -$48.3K |
|
|
CAM
2674
AB California Intermediate Municipal ETF
CAM
$1.19B
| $541K | ﹤0.01% |
21,483
+1,300
| +6% | +$32.6K |
|
|
TE
2675
T1 Energy
TE
$1.42B
| $540K | ﹤0.01% |
56,974
-107,201
| -65% | -$762K |
|
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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.