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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
(+11%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$181M |
| 2 |
IBM
IBM
|
+$94M |
| 3 |
Accenture
ACN
|
+$81.1M |
| 4 |
Cigna
CI
|
+$80.2M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$77.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US Quality Growth Fund
QGRW
|
+$190M |
| 2 |
Johnson & Johnson
JNJ
|
+$138M |
| 3 |
Cisco
CSCO
|
+$126M |
| 4 |
Altria Group
MO
|
+$118M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
976
iShares ESG Advanced MSCI USA ETF
USXF
$1.48B
| $9.02M | 0.01% |
129,948
+113,450
| +688% | +$7.34M |
|
|
MBVI
977
M3-Brigade Acquisition VI Corp
MBVI
$441M
| $9M | 0.01% |
888,850
-194,050
| -18% | -$1.96M |
|
978
iShares US Industrials ETF
IYJ
$1.95B
| $8.93M | 0.01% |
53,602
+461
| +0.9% | +$72.6K |
|
|
INFQ
979
Infleqtion Inc
INFQ
$3.04B
| $8.91M | 0.01% |
669,133
+492,532
| +279% | +$6.77M |
|
980
State Street SPDR S&P Semiconductor ETF
XSD
$2.63B
| $8.91M | 0.01% |
14,290
+49
| +0.3% | +$25.7K |
|
981
AGF US Market Neutral Anti-Beta Fund
BTAL
$296M
| $8.89M | 0.01% |
797,480
-582,088
| -42% | -$7.08M |
|
982
Fidelity National Financial
FNF
$12B
| $8.85M | 0.01% |
187,759
-292,748
| -61% | -$14.2M |
|
983
Innovator US Equity Buffer ETF July
BJUL
$355M
| $8.85M | 0.01% |
162,974
-1,736
| -1% | -$92.1K |
|
984
nVent Electric
NVT
$25.9B
| $8.82M | 0.01% |
52,010
-7,470
| -13% | -$1.16M |
|
985
Black Stone Minerals
BSM
$3.16B
| $8.81M | 0.01% |
630,392
+13,835
| +2% | +$192K |
|
986
iShares Select U.S. REIT ETF
ICF
$1.99B
| $8.78M | 0.01% |
129,832
-4,601
| -3% | -$309K |
|
987
OneSpaWorld
OSW
$2.24B
| $8.76M | 0.01% |
310,146
+19,505
| +7% | +$482K |
|
988
iShares Biotechnology ETF
IBB
$10.4B
| $8.75M | 0.01% |
46,004
-24,900
| -35% | -$4.28M |
|
989
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.01B
| $8.71M | 0.01% |
190,199
-19,283
| -9% | -$878K |
|
990
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
| $8.69M | 0.01% |
71,237
-5,394
| -7% | -$608K |
|
991
WisdomTree US MidCap Fund
EZM
$937M
| $8.69M | 0.01% |
114,614
-26,031
| -19% | -$1.89M |
|
992
Innovator US Equity Buffer ETF October
BOCT
$288M
| $8.62M | 0.01% |
162,570
+1,058
| +0.7% | +$54.7K |
|
993
Agnico Eagle Mines
AEM
$102B
| $8.6M | 0.01% |
55,426
+5,209
| +10% | +$965K |
|
|
CEPF
994
Cantor Equity Partners IV
CEPF
$593M
| $8.56M | 0.01% |
823,496
-359,054
| -30% | -$3.69M |
|
995
Pinnacle West Capital
PNW
$11.8B
| $8.55M | 0.01% |
79,919
+4,706
| +6% | +$481K |
|
996
Generac Holdings
GNRC
$11B
| $8.55M | 0.01% |
29,201
+468
| +2% | +$117K |
|
997
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3B
| $8.48M | 0.01% |
864,184
+4,035
| +0.5% | +$37.8K |
|
998
Viper Energy
VNOM
$16.2B
| $8.46M | 0.01% |
199,572
-38,529
| -16% | -$1.78M |
|
999
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.1B
| $8.43M | 0.01% |
330,153
-84,529
| -20% | -$2.16M |
|
1000
Innovator US Equity Power Buffer ETF May
PMAY
$814M
| $8.39M | 0.01% |
203,128
+99,493
| +96% | +$4.06M |
|
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AI
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.