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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
VMBS icon
326
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.8B
$60.6M 0.06%
1,295,464
+20,739
+2% +$970K
SXQG icon
327
ETC 6 Meridian Quality Growth ETF
SXQG
$61.6M
$60.5M 0.06%
1,923,031
-111,983
-6% -$3.53M
GSLC icon
328
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$60.3M 0.06%
424,857
+9,522
+2% +$1.32M
RSPT icon
329
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.83B
$60.1M 0.06%
932,392
+546,201
+141% +$31.3M
SGOL icon
330
abrdn Physical Gold Shares ETF
SGOL
$7.35B
$59.9M 0.06%
1,566,338
+31,657
+2% +$1.36M
IDV icon
331
iShares International Select Dividend ETF
IDV
$8.7B
$59.6M 0.06%
1,438,419
+48,353
+3% +$2.12M
IJK icon
332
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.6B
$59.4M 0.06%
505,886
-32,984
-6% -$3.66M
ADP icon
333
Automatic Data Processing
ADP
$106B
$59.4M 0.06%
265,046
-2,385
-0.9% -$510K
TXUE
334
Thornburg International Equity ETF
TXUE
$555M
$59.3M 0.06%
1,719,183
+325,464
+23% +$11.1M
XMMO icon
335
Invesco S&P MidCap Momentum ETF
XMMO
$7.37B
$59.3M 0.06%
348,431
+90,388
+35% +$14.7M
MINT icon
336
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.5B
$59.2M 0.06%
586,937
+141,855
+32% +$14.3M
AIRR icon
337
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.33B
$59M 0.06%
442,987
-4,561
-1% -$576K
EVTR icon
338
Eaton Vance Total Return Bond ETF
EVTR
$5.97B
$58.7M 0.06%
1,157,397
+525,108
+83% +$26.7M
SCHA icon
339
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$58.6M 0.06%
1,621,568
-160,982
-9% -$5.32M
APH icon
340
Amphenol
APH
$201B
$58.1M 0.06%
659,358
+45,094
+7% +$3.25M
SMLF icon
341
iShares US Small Cap Equity Factor ETF
SMLF
$4.19B
$57.6M 0.06%
645,667
+54,639
+9% +$4.56M
PKG icon
342
Packaging Corp of America
PKG
$20.5B
$57.5M 0.06%
241,237
+1,859
+0.8% +$408K
PSX icon
343
Phillips 66
PSX
$104B
$57M 0.05%
337,441
+932
+0.3% +$160K
CRM icon
344
Salesforce
CRM
$205B
$56.7M 0.05%
361,825
-13,306
-4% -$2.34M
CARR icon
345
Carrier Global
CARR
$48.1B
$56.7M 0.05%
772,597
-60,021
-7% -$3.92M
PNC icon
346
PNC Financial Services
PNC
$96.5B
$56.5M 0.05%
229,612
-61,999
-21% -$13.9M
BKR icon
347
Baker Hughes
BKR
$63.9B
$56.5M 0.05%
1,017,622
-23,198
-2% -$1.47M
MOAT icon
348
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$56M 0.05%
539,046
-35,175
-6% -$3.56M
LVHI icon
349
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.84B
$55.9M 0.05%
1,376,185
-82,666
-6% -$3.38M
XLY icon
350
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.8B
$55.8M 0.05%
476,099
-13,178
-3% -$1.54M
12 13
14
15 16

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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.