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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
EFV icon
451
iShares MSCI EAFE Value ETF
EFV
$31.8B
$38M 0.04%
496,401
-28,053
-5% -$2.17M
FRDM icon
452
Freedom 100 Emerging Markets ETF
FRDM
$3.59B
$37.9M 0.04%
519,693
+115,840
+29% +$7.74M
GDX icon
453
VanEck Gold Miners ETF
GDX
$30.3B
$37.7M 0.04%
499,478
+18,002
+4% +$1.59M
TH icon
454
Target Hospitality
TH
$1.9B
$37.5M 0.04%
1,842,267
+238,280
+15% +$3.98M
REET icon
455
iShares Global REIT ETF
REET
$4.87B
$37.4M 0.04%
1,354,131
+45,298
+3% +$1.23M
MSCI icon
456
MSCI
MSCI
$40.1B
$37.4M 0.04%
66,746
-10,400
-13% -$6.07M
KMI icon
457
Kinder Morgan
KMI
$69.8B
$37.4M 0.04%
1,168,471
-74,729
-6% -$2.41M
CVS icon
458
CVS Health
CVS
$122B
$37.3M 0.04%
360,179
-2,371
-0.7% -$212K
XLU icon
459
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$37.2M 0.04%
820,438
-46,087
-5% -$2.09M
BBCA icon
460
JPMorgan BetaBuilders Canada ETF
BBCA
$11.2B
$37.2M 0.04%
374,064
-36,210
-9% -$3.6M
TIP icon
461
iShares TIPS Bond ETF
TIP
$14.8B
$37.1M 0.04%
339,236
+15,142
+5% +$1.67M
PBD icon
462
Invesco Global Clean Energy ETF
PBD
$165M
$36.9M 0.04%
1,884,717
-15,070
-0.8% -$308K
MTD icon
463
Mettler-Toledo International
MTD
$26B
$36.9M 0.04%
28,896
-5,055
-15% -$6.09M
MAR icon
464
Marriott International
MAR
$85.7B
$36.9M 0.04%
99,585
+17,004
+21% +$6.27M
MUNI icon
465
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.11B
$36.8M 0.04%
699,037
+73,897
+12% +$3.87M
JGRO icon
466
JPMorgan Active Growth ETF
JGRO
$9.91B
$36.4M 0.04%
369,468
+34
+0% +$3.21K
IWS icon
467
iShares Russell Mid-Cap Value ETF
IWS
$15.4B
$36.3M 0.03%
220,288
+1,659
+0.8% +$262K
FLQM icon
468
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.51B
$36.2M 0.03%
624,932
+35,977
+6% +$2.04M
HYD icon
469
VanEck High Yield Muni ETF
HYD
$4.25B
$36.2M 0.03%
702,097
+61,453
+10% +$3.14M
MTUM icon
470
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$36.1M 0.03%
105,428
+3,220
+3% +$961K
VOT icon
471
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.3B
$36M 0.03%
117,475
-10,351
-8% -$2.99M
IWP icon
472
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$35.9M 0.03%
245,402
+2,725
+1% +$376K
JD icon
473
JD.com
JD
$36.3B
$35.9M 0.03%
1,409,639
+126,392
+10% +$3.72M
SLYG icon
474
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.94B
$35.8M 0.03%
300,728
-13,939
-4% -$1.51M
QGRW icon
475
WisdomTree US Quality Growth Fund
QGRW
$2.96B
$35.7M 0.03%
540,515
-3,008,750
-85% -$190M
17 18
19
20 21

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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.