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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
AR icon
1226
Antero Resources
AR
$12B
$5.18M 0.01%
147,494
-80,997
-35% -$2.98M
RSPH icon
1227
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$824M
$5.18M 0.01%
156,104
-1,979,820
-93% -$61.6M
SHYD icon
1228
VanEck Short High Yield Muni ETF
SHYD
$455M
$5.18M 0.01%
226,100
+200,330
+777% +$4.55M
MPWR icon
1229
Monolithic Power Systems
MPWR
$59.4B
$5.17M 0.01%
3,741
-31
-0.8% -$46.5K
KYN icon
1230
Kayne Anderson Energy Infrastructure Fund
KYN
$2.53B
$5.15M ﹤0.01%
372,385
-1,024
-0.3% -$14.2K
ROCQ
1231
JPMorgan Nasdaq Equity Premium Yield ETF
ROCQ
$443M
$5.14M ﹤0.01%
+89,099
New +$4.91M
RWO icon
1232
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.24B
$5.13M ﹤0.01%
103,257
-3,434
-3% -$168K
FPX icon
1233
First Trust US Equity Opportunities ETF
FPX
$1.51B
$5.13M ﹤0.01%
24,887
-237
-0.9% -$43.9K
KIM icon
1234
Kimco Realty
KIM
$15.8B
$5.13M ﹤0.01%
202,278
-377
-0.2% -$9.04K
DGRE icon
1235
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$155M
$5.12M ﹤0.01%
125,346
+4,383
+4% +$169K
IBND icon
1236
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$459M
$5.12M ﹤0.01%
164,173
+100,590
+158% +$3.17M
TBUX icon
1237
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.56B
$5.11M ﹤0.01%
102,616
+71,828
+233% +$3.58M
VTR icon
1238
Ventas
VTR
$45.6B
$5.1M ﹤0.01%
57,466
-23,901
-29% -$2.04M
EEMV icon
1239
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.68B
$5.1M ﹤0.01%
67,724
-28,738
-30% -$2.07M
HDEF icon
1240
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.32B
$5.08M ﹤0.01%
158,113
-407
-0.3% -$13.3K
SILJ icon
1241
Amplify Junior Silver Miners ETF
SILJ
$4.21B
$5.08M ﹤0.01%
195,912
+6,671
+4% +$198K
XBJL icon
1242
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$76.7M
$5.06M ﹤0.01%
126,466
– –
JHSC icon
1243
John Hancock Multifactor Small Cap ETF
JHSC
$720M
$5.05M ﹤0.01%
103,984
-1,297
-1% -$60.2K
VAW icon
1244
Vanguard Materials ETF
VAW
$3.01B
$5.05M ﹤0.01%
22,067
+1,987
+10% +$461K
XNTK icon
1245
State Street SPDR NYSE Technology ETF
XNTK
$1.92B
$5.04M ﹤0.01%
12,899
+344
+3% +$115K
HE icon
1246
Hawaiian Electric Industries
HE
$1.84B
$5.04M ﹤0.01%
372,208
-1,550
-0.4% -$22.1K
KLIC icon
1247
Kulicke & Soffa
KLIC
$4.34B
$5.01M ﹤0.01%
37,484
+29,383
+363% +$2.88M
AJUL
1248
Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL
$94.8M
$5M ﹤0.01%
166,342
-49,066
-23% -$1.46M
VCRM
1249
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.84B
$4.99M ﹤0.01%
65,361
-43,128
-40% -$3.27M
DTM icon
1250
DT Midstream
DTM
$13.3B
$4.99M ﹤0.01%
33,983
-4,465
-12% -$632K
48 49
50
51 52

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California State Teachers Retirement System (CalSTRS)
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AI
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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.