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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
LTPZ icon
1076
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$890M
$7.04M 0.01%
139,010
+40,000
+40% +$2.05M
CFG icon
1077
Citizens Financial Group
CFG
$29.4B
$7.04M 0.01%
100,481
+5,819
+6% +$375K
BSMV icon
1078
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$191M
$7.03M 0.01%
334,767
+32,078
+11% +$673K
REMX icon
1079
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.24B
$7.01M 0.01%
79,171
+61,574
+350% +$5.98M
WMG icon
1080
Warner Music
WMG
$15B
$6.98M 0.01%
257,899
-1,393
-0.5% -$41.4K
TEVA icon
1081
Teva Pharmaceuticals
TEVA
$42.8B
$6.97M 0.01%
205,600
-18,467
-8% -$615K
ICVT icon
1082
iShares Convertible Bond ETF
ICVT
$7.96B
$6.94M 0.01%
57,044
-147
-0.3% -$17K
BBVA icon
1083
Banco Bilbao Vizcaya Argentaria
BBVA
$160B
$6.91M 0.01%
275,901
-25,856
-9% -$590K
BCS icon
1084
Barclays
BCS
$88.7B
$6.91M 0.01%
257,307
-57,594
-18% -$1.39M
ULS icon
1085
UL Solutions
ULS
$14.7B
$6.91M 0.01%
67,814
+2,311
+4% +$219K
RF icon
1086
Regions Financial
RF
$25.6B
$6.88M 0.01%
227,928
+8,073
+4% +$227K
IBTM icon
1087
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$557M
$6.83M 0.01%
300,781
+20,836
+7% +$474K
CGXU icon
1088
Capital Group International Focus Equity ETF
CGXU
$6.92B
$6.82M 0.01%
196,947
-13,420
-6% -$446K
OMC icon
1089
Omnicom Group
OMC
$21.4B
$6.8M 0.01%
93,351
-186,077
-67% -$14M
SPTM icon
1090
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$6.79M 0.01%
74,761
-1,744
-2% -$153K
AIG icon
1091
American International
AIG
$39.1B
$6.78M 0.01%
91,017
-4,113
-4% -$313K
EFAV icon
1092
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.44B
$6.76M 0.01%
77,119
-3,534
-4% -$321K
CPAY icon
1093
Corpay
CPAY
$26.7B
$6.75M 0.01%
20,267
-2,055
-9% -$683K
NJUL icon
1094
Innovator Growth-100 Power Buffer ETF July
NJUL
$274M
$6.73M 0.01%
86,929
-1,848
-2% -$141K
EWQ icon
1095
iShares MSCI France ETF
EWQ
$333M
$6.71M 0.01%
147,666
+516
+0.4% +$23.4K
NTAP icon
1096
NetApp
NTAP
$36.8B
$6.71M 0.01%
43,335
+212
+0.5% +$27.7K
RSPC icon
1097
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$56.5M
$6.7M 0.01%
189,685
+8,811
+5% +$330K
AHR icon
1098
American Healthcare REIT
AHR
$11.7B
$6.65M 0.01%
127,429
+5,851
+5% +$287K
RBC icon
1099
RBC Bearings
RBC
$15.3B
$6.64M 0.01%
10,314
+300
+3% +$179K
FXH icon
1100
First Trust Health Care AlphaDEX Fund
FXH
$1.13B
$6.63M 0.01%
54,198
+8,669
+19% +$994K
42 43
44
45 46

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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.