We are live on ! Find out more
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
FXB icon
3351
Invesco CurrencyShares British Pound Sterling Trust
FXB
$65.2M
$253K ﹤0.01%
1,984
-393
-17% -$50.7K
SGDM icon
3352
Sprott Gold Miners ETF
SGDM
$737M
$253K ﹤0.01%
4,020
– –
DORM icon
3353
Dorman Products
DORM
$3.82B
$253K ﹤0.01%
1,851
-711
-28% -$84.2K
CWCO icon
3354
Consolidated Water Co
CWCO
$457M
$252K ﹤0.01%
8,552
-11,500
-57% -$361K
HYPR icon
3355
Hyperfine
HYPR
$85.9M
$252K ﹤0.01%
186,737
– –
SGDJ icon
3356
Sprott Junior Gold Miners ETF
SGDJ
$375M
$252K ﹤0.01%
3,342
-6
-0.2% -$528
NDEC
3357
Innovator Growth-100 Power Buffer ETF - December
NDEC
$62.6M
$252K ﹤0.01%
8,381
-50
-0.6% -$1.46K
HBNC icon
3358
Horizon Bancorp
HBNC
$1.01B
$252K ﹤0.01%
12,594
-1,269
-9% -$23.3K
NICE icon
3359
Nice
NICE
$5.89B
$251K ﹤0.01%
2,765
-2,471
-47% -$240K
VNM icon
3360
VanEck Vietnam ETF
VNM
$518M
$250K ﹤0.01%
13,536
– –
AS icon
3361
Amer Sports
AS
$16.5B
$250K ﹤0.01%
+7,387
New +$259K
ARI
3362
Apollo Commercial Real Estate
ARI
$873M
$250K ﹤0.01%
23,384
-13,567
-37% -$148K
WU icon
3363
Western Union
WU
$2.15B
$250K ﹤0.01%
32,411
-22,079
-41% -$185K
PBJ icon
3364
Invesco Food & Beverage ETF
PBJ
$88.4M
$249K ﹤0.01%
5,281
-65
-1% -$3.16K
EMLC icon
3365
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$5.11B
$249K ﹤0.01%
9,737
-34,660
-78% -$885K
TRS icon
3366
TriMas Corp
TRS
$1.38B
$248K ﹤0.01%
+5,503
New +$219K
IYRI
3367
NEOS Real Estate High Income ETF
IYRI
$309M
$248K ﹤0.01%
5,045
-1,270
-20% -$62.4K
FLC
3368
Flaherty & Crumrine Total Return Fund
FLC
$172M
$248K ﹤0.01%
14,650
– –
HTD
3369
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$891M
$248K ﹤0.01%
+9,712
New +$246K
PCQ
3370
Pimco California Municipal Income Fund
PCQ
$161M
$247K ﹤0.01%
27,574
+17,008
+161% +$149K
BKMI
3371
BNY Mellon Municipal Intermediate ETF
BKMI
$1.65B
$247K ﹤0.01%
9,345
– –
W icon
3372
Wayfair
W
$13.6B
$247K ﹤0.01%
+2,673
New +$197K
NE icon
3373
Noble Corp
NE
$7.26B
$247K ﹤0.01%
6,613
-6,925
-51% -$331K
IDEC icon
3374
Innovator International Developed Power Buffer ETF December
IDEC
$41.3M
$246K ﹤0.01%
7,181
– –
NVGS icon
3375
Navigator Holdings
NVGS
$1.39B
$246K ﹤0.01%
13,217
-604
-4% -$13.1K
133 134
135
136 137

Similar funds

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

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.