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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
HLAL icon
3476
Wahed FTSE USA Shariah ETF
HLAL
$946M
$217K ﹤0.01%
+3,036
New +$207K
DDTO
3477
Innovator Equity Dual Directional 10 Buffer ETF - October
DDTO
$28.2M
$217K ﹤0.01%
9,440
– –
NUGT icon
3478
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.29B
$216K ﹤0.01%
1,845
+345
+23% +$58.6K
KRMD icon
3479
KORU Medical Systems
KRMD
$146M
$216K ﹤0.01%
51,375
+66
+0.1% +$270
TFIN icon
3480
Triumph Financial Inc
TFIN
$1.6B
$216K ﹤0.01%
+2,827
New +$192K
NWSA icon
3481
News Corp Class A
NWSA
$15.9B
$215K ﹤0.01%
8,678
-2,615
-23% -$67.8K
ALM
3482
Almonty Industries
ALM
$5.33B
$215K ﹤0.01%
13,011
-4,408
-25% -$84.1K
ROBT icon
3483
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$752M
$215K ﹤0.01%
+3,827
New +$204K
LQDH icon
3484
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$555M
$215K ﹤0.01%
2,311
+28
+1% +$2.6K
KWR icon
3485
Quaker Houghton
KWR
$2.71B
$215K ﹤0.01%
+1,354
New +$190K
OILK icon
3486
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$244M
$215K ﹤0.01%
4,528
-1,653
-27% -$90.9K
GWRE icon
3487
Guidewire Software
GWRE
$12.1B
$215K ﹤0.01%
1,745
-1,776
-50% -$237K
TARS icon
3488
Tarsus Pharmaceuticals
TARS
$3.71B
$215K ﹤0.01%
3,410
-20
-0.6% -$1.28K
EFC
3489
Ellington Financial
EFC
$1.72B
$215K ﹤0.01%
15,765
-816
-5% -$10.8K
INOD icon
3490
Innodata
INOD
$1.9B
$214K ﹤0.01%
+2,836
New +$208K
UCTT
3491
Ultra Clean Holdings
UCTT
$3.36B
$214K ﹤0.01%
1,502
-3,023
-67% -$266K
XAGG
3492
Eaton Vance Income Opportunities ETF
XAGG
$1.39B
$214K ﹤0.01%
+4,281
New +$215K
ITRI icon
3493
Itron
ITRI
$4.17B
$214K ﹤0.01%
2,471
-1,090
-31% -$93K
DDTD
3494
Innovator Equity Dual Directional 10 Buffer ETF Dec
DDTD
$22.9M
$214K ﹤0.01%
10,500
– –
DAN icon
3495
Dana Inc
DAN
$3.32B
$213K ﹤0.01%
7,839
-5,139
-40% -$175K
NEPH icon
3496
Nephros
NEPH
$51.4M
$213K ﹤0.01%
59,710
– –
MH
3497
McGraw Hill
MH
$2.4B
$212K ﹤0.01%
+22,376
New +$270K
DCOM icon
3498
Dime Commercial Bancshares
DCOM
$1.79B
$211K ﹤0.01%
+5,189
New +$193K
FLY
3499
Firefly Aerospace
FLY
$3.65B
$211K ﹤0.01%
+7,174
New +$268K
BGR icon
3500
BlackRock Energy and Resources Trust
BGR
$445M
$210K ﹤0.01%
14,161
-1,019
-7% -$16.3K
138 139
140
141 142

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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.