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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
FMHI icon
1101
First Trust Municipal High Income ETF
FMHI
$1.03B
$6.63M 0.01%
136,772
+6,546
+5% +$315K
CLS icon
1102
Celestica
CLS
$43.1B
$6.62M 0.01%
18,138
+1,747
+11% +$656K
ACGL icon
1103
Arch Capital
ACGL
$32.7B
$6.62M 0.01%
68,167
-1,171
-2% -$110K
FHEQ icon
1104
Fidelity Hedged Equity ETF
FHEQ
$969M
$6.61M 0.01%
200,795
+39,164
+24% +$1.26M
PXF icon
1105
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$3.05B
$6.58M 0.01%
87,009
+463
+0.5% +$34.8K
HMOP icon
1106
Hartford Municipal Opportunities ETF
HMOP
$786M
$6.57M 0.01%
167,888
-7,746
-4% -$303K
COPX icon
1107
Global X Copper Miners ETF NEW
COPX
$8.58B
$6.56M 0.01%
85,291
+21,657
+34% +$1.8M
BSX icon
1108
Boston Scientific
BSX
$66.4B
$6.55M 0.01%
153,501
-56,467
-27% -$3.07M
CGIB
1109
Capital Group International Bond ETF USD-Hedged
CGIB
$345M
$6.54M 0.01%
256,364
-329,217
-56% -$8.34M
APA icon
1110
APA Corp
APA
$15.6B
$6.54M 0.01%
200,896
-179,725
-47% -$6.75M
CEF icon
1111
Sprott Physical Gold and Silver Trust
CEF
$7.98B
$6.49M 0.01%
161,405
+35,571
+28% +$1.66M
TDG icon
1112
TransDigm Group
TDG
$63.1B
$6.48M 0.01%
4,867
-13,289
-73% -$16.3M
AVTM
1113
Avantis Total Equity Markets ETF
AVTM
$789M
$6.48M 0.01%
118,996
– –
MDGL icon
1114
Madrigal Pharmaceuticals
MDGL
$12.4B
$6.48M 0.01%
12,063
-1,851
-13% -$948K
XBJA icon
1115
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$93.3M
$6.46M 0.01%
191,196
+1,566
+0.8% +$51.9K
NLR icon
1116
VanEck Uranium + Nuclear Energy ETF
NLR
$4.29B
$6.44M 0.01%
55,549
+1,116
+2% +$149K
EWL icon
1117
iShares MSCI Switzerland ETF
EWL
$2.35B
$6.44M 0.01%
102,418
+399
+0.4% +$24.6K
PRFZ icon
1118
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$6.42M 0.01%
115,153
+2,765
+2% +$141K
EAGG icon
1119
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.06B
$6.39M 0.01%
134,712
-6,060
-4% -$287K
SPOT icon
1120
Spotify
SPOT
$110B
$6.37M 0.01%
13,864
-3,325
-19% -$1.59M
IGM icon
1121
iShares Expanded Tech Sector ETF
IGM
$10.7B
$6.34M 0.01%
38,769
-2,311
-6% -$346K
VLTO icon
1122
Veralto
VLTO
$23.2B
$6.34M 0.01%
71,477
-5,400
-7% -$469K
MSM icon
1123
MSC Industrial Direct
MSM
$6.67B
$6.33M 0.01%
53,235
-1,025
-2% -$109K
IBMO icon
1124
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$551M
$6.32M 0.01%
246,532
-21,617
-8% -$554K
EWA icon
1125
iShares MSCI Australia ETF
EWA
$1.32B
$6.31M 0.01%
224,176
-2,451
-1% -$71.1K
43 44
45
46 47

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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.