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HighTower Advisors

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
Cap. Flow
+$111M
Cap. Flow %
0.11%
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257

Top Buys

Rank Stock Value
1
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$181M
2
IBM icon
IBM
IBM
+$94M
3
ACN icon
Accenture
ACN
+$81.1M
4
CI icon
Cigna
CI
+$80.2M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$77.3M

Top Sells

Rank Stock Value
1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$190M
2
JNJ icon
Johnson & Johnson
JNJ
+$138M
3
CSCO icon
Cisco
CSCO
+$126M
4
MO icon
Altria Group
MO
+$118M
5
CMI icon
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
MHF
3126
Western Asset Municipal High Income Fund
MHF
$148M
$333K ﹤0.01%
47,540
+64
+0.1% +$443
FLCO icon
3127
Franklin Investment Grade Corporate ETF
FLCO
$558M
$332K ﹤0.01%
15,477
-227
-1% -$4.86K
SMG icon
3128
ScottsMiracle-Gro
SMG
$3.31B
$332K ﹤0.01%
4,871
-6,703
-58% -$415K
NXST icon
3129
Nexstar Media Group
NXST
$4.95B
$332K ﹤0.01%
1,857
-1,190
-39% -$223K
SLVR
3130
Sprott Silver Miners & Physical Silver ETF
SLVR
$820M
$331K ﹤0.01%
6,589
-137
-2% -$8.11K
HYBX
3131
TCW High Yield Bond ETF
HYBX
$28.7M
$331K ﹤0.01%
11,146
– –
FXU icon
3132
First Trust Utilities AlphaDEX Fund
FXU
$789M
$330K ﹤0.01%
6,691
+1,634
+32% +$79.9K
XPEV icon
3133
XPeng
XPEV
$10.3B
$330K ﹤0.01%
24,925
+5,857
+31% +$92.9K
VRTS icon
3134
Virtus Investment Partners
VRTS
$1.02B
$329K ﹤0.01%
2,295
-558
-20% -$78.8K
TAP icon
3135
Molson Coors Class B
TAP
$7.26B
$329K ﹤0.01%
8,452
-2,072
-20% -$86.5K
UVV icon
3136
Universal Corp
UVV
$1.13B
$329K ﹤0.01%
6,303
-2,157
-25% -$115K
DDEC icon
3137
FT Vest US Equity Deep Buffer ETF December
DDEC
$440M
$329K ﹤0.01%
+6,935
New +$323K
OCFC icon
3138
OceanFirst Financial
OCFC
$1.8B
$328K ﹤0.01%
+16,807
New +$313K
PRVA icon
3139
Privia Health
PRVA
$2.61B
$327K ﹤0.01%
12,697
-4,009
-24% -$92.9K
CNO icon
3140
CNO Financial Group
CNO
$5.08B
$326K ﹤0.01%
6,396
-5,238
-45% -$243K
DBO icon
3141
Invesco DB Oil Fund
DBO
$292M
$326K ﹤0.01%
18,469
-1,000
-5% -$20.8K
RAVI icon
3142
Northern Trust Ultra-Short Fixed Income ETF
RAVI
$1.54B
$326K ﹤0.01%
4,318
– –
HAS icon
3143
Hasbro
HAS
$12.6B
$326K ﹤0.01%
3,942
-2,623
-40% -$236K
APLE icon
3144
Apple Hospitality REIT
APLE
$3.62B
$325K ﹤0.01%
19,356
-4,461
-19% -$63.8K
CPSD
3145
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$46M
$325K ﹤0.01%
12,185
– –
ATAI icon
3146
AtaiBeckley Inc
ATAI
$2.71B
$325K ﹤0.01%
61,643
+23,505
+62% +$98.9K
TOV
3147
JLens 500 Jewish Advocacy U.S. ETF
TOV
$283M
$325K ﹤0.01%
10,304
+4
+0% +$122
JEMA icon
3148
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.8B
$324K ﹤0.01%
5,078
-221
-4% -$13.3K
AMSF icon
3149
AMERISAFE
AMSF
$459M
$324K ﹤0.01%
9,580
-186
-2% -$5.88K
IGLB icon
3150
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.91B
$324K ﹤0.01%
6,476
-6,541
-50% -$326K
124 125
126
127 128

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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.