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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
IXP icon
1651
iShares Global Comm Services ETF
IXP
$463M
$2.42M ﹤0.01%
21,413
-21,107
-50% -$2.54M
KAUG
1652
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$66.7M
$2.41M ﹤0.01%
84,329
-8,747
-9% -$246K
LXU icon
1653
LSB Industries
LXU
$829M
$2.4M ﹤0.01%
221,900
-35,229
-14% -$471K
SYF icon
1654
Synchrony
SYF
$25.4B
$2.4M ﹤0.01%
31,504
-3,578
-10% -$263K
CRUS icon
1655
Cirrus Logic
CRUS
$5.52B
$2.39M ﹤0.01%
16,119
+1,619
+11% +$265K
JHMM icon
1656
John Hancock Multifactor Mid Cap ETF
JHMM
$6.01B
$2.39M ﹤0.01%
31,938
-4,158
-12% -$300K
XSW icon
1657
State Street SPDR S&P Software & Services ETF
XSW
$478M
$2.39M ﹤0.01%
13,929
+620
+5% +$98.7K
QTEC icon
1658
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.68B
$2.39M ﹤0.01%
7,142
-213
-3% -$61K
OGE icon
1659
OGE Energy
OGE
$9.74B
$2.39M ﹤0.01%
49,119
-2,063
-4% -$98.7K
BLCR icon
1660
BlackRock Large Cap Core ETF
BLCR
$6.77B
$2.39M ﹤0.01%
47,416
+22,521
+90% +$1.08M
AOA icon
1661
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.29B
$2.38M ﹤0.01%
24,427
+2,826
+13% +$270K
CUBE icon
1662
CubeSmart
CUBE
$8.81B
$2.38M ﹤0.01%
59,947
+281
+0.5% +$11.2K
MGM icon
1663
MGM Resorts International
MGM
$10.1B
$2.38M ﹤0.01%
49,856
-5,023
-9% -$209K
BSCS icon
1664
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.52B
$2.38M ﹤0.01%
117,024
+2,476
+2% +$50.5K
KOMP icon
1665
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.65B
$2.38M ﹤0.01%
33,325
+2,020
+6% +$137K
QQMG icon
1666
Invesco ESG NASDAQ 100 ETF
QQMG
$200M
$2.38M ﹤0.01%
46,507
+14,163
+44% +$673K
FELG icon
1667
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.67B
$2.38M ﹤0.01%
54,389
+22,093
+68% +$942K
FEX icon
1668
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$2.38M ﹤0.01%
17,004
-865
-5% -$114K
CLOI icon
1669
VanEck CLO ETF
CLOI
$1.54B
$2.37M ﹤0.01%
44,772
-66,794
-60% -$3.53M
P
1670
Everpure Inc
P
$33.3B
$2.34M ﹤0.01%
29,713
-10,344
-26% -$758K
RSPG icon
1671
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$649M
$2.34M ﹤0.01%
23,858
-1,202
-5% -$125K
SOLV icon
1672
Solventum
SOLV
$15.2B
$2.33M ﹤0.01%
30,210
-746
-2% -$54.4K
NAN icon
1673
Nuveen New York Quality Municipal Income Fund
NAN
$358M
$2.33M ﹤0.01%
198,681
+739
+0.4% +$8.47K
WAL icon
1674
Western Alliance Bancorporation
WAL
$8.64B
$2.33M ﹤0.01%
28,315
+19
+0.1% +$1.5K
ARW icon
1675
Arrow Electronics
ARW
$11B
$2.33M ﹤0.01%
10,897
-3,187
-23% -$636K
65 66
67
68 69

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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.