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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 | |
|---|---|---|---|---|---|---|
1201
iShares Global Financials ETF
IXG
$695M
| $5.51M | 0.01% |
44,281
-111,932
| -72% | -$13.6M |
|
1202
Range Nuclear Renaissance Index ETF
NUKZ
$763M
| $5.5M | 0.01% |
80,636
+5,132
| +7% | +$363K |
|
1203
UGI
UGI
$8.27B
| $5.46M | 0.01% |
158,189
-10,388
| -6% | -$367K |
|
1204
Accel Entertainment
ACEL
$946M
| $5.45M | 0.01% |
432,054
+42
| +0% | +$509 |
|
1205
FTAI Aviation
FTAI
$19.4B
| $5.44M | 0.01% |
20,121
+608
| +3% | +$153K |
|
1206
iShares Russell Top 200 Value ETF
IWX
$3.93B
| $5.43M | 0.01% |
51,675
-2,751
| -5% | -$278K |
|
1207
C.H. Robinson
CHRW
$17.8B
| $5.43M | 0.01% |
28,809
-904
| -3% | -$161K |
|
1208
Lloyds Banking Group
LYG
$85.8B
| $5.42M | 0.01% |
930,231
-19,706
| -2% | -$107K |
|
1209
Microchip Technology
MCHP
$39.9B
| $5.42M | 0.01% |
59,435
-3,997
| -6% | -$356K |
|
|
LVDS
1210
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$114M
| $5.4M | 0.01% |
94,420
-2,217
| -2% | -$122K |
|
1211
Iris Energy
IREN
$18.2B
| $5.38M | 0.01% |
117,618
+33,778
| +40% | +$1.76M |
|
|
EA
1212
DELISTED
Electronic Arts
EA
| $5.38M | 0.01% |
26,223
-371
| -1% | -$75.1K |
|
1213
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.19B
| $5.37M | 0.01% |
39,057
+34
| +0.1% | +$4.32K |
|
1214
Enova International
ENVA
$5.6B
| $5.37M | 0.01% |
22,295
+536
| +2% | +$92.2K |
|
1215
Advanced Energy
AEIS
$11.6B
| $5.35M | 0.01% |
14,361
-1,776
| -11% | -$621K |
|
1216
iShares MSCI Europe Financials ETF
EUFN
$4.24B
| $5.31M | 0.01% |
136,156
+9,063
| +7% | +$343K |
|
1217
Qualys
QLYS
$5.91B
| $5.28M | 0.01% |
38,408
+6,844
| +22% | +$673K |
|
1218
Kraft Heinz
KHC
$29.5B
| $5.28M | 0.01% |
223,354
+15,272
| +7% | +$352K |
|
1219
Global X Uranium ETF
URA
$6.59B
| $5.28M | 0.01% |
120,723
-85,553
| -41% | -$4.33M |
|
1220
Nokia
NOK
$60.8B
| $5.27M | 0.01% |
397,134
+204,801
| +106% | +$2.64M |
|
1221
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.39B
| $5.27M | 0.01% |
36,502
-353
| -1% | -$46.9K |
|
1222
Cal-Maine
CALM
$3.46B
| $5.2M | 0.01% |
64,563
+31,027
| +93% | +$2.4M |
|
1223
American Century Short Duration Strategic Income ETF
SDSI
$290M
| $5.19M | 0.01% |
101,149
-8,790
| -8% | -$451K |
|
1224
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$289M
| $5.19M | 0.01% |
225,499
+4,359
| +2% | +$101K |
|
1225
DuPont de Nemours
DD
$17.6B
| $5.19M | 0.01% |
38,255
-3,440
| -8% | -$488K |
|
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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.