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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 | |
|---|---|---|---|---|---|---|
1876
iShares US Insurance ETF
IAK
$506M
| $1.69M | ﹤0.01% |
12,041
+1,928
| +19% | +$256K |
|
1877
AerCap
AER
$22.3B
| $1.69M | ﹤0.01% |
11,586
-1,062
| -8% | -$151K |
|
1878
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.33B
| $1.69M | ﹤0.01% |
8,705
-179
| -2% | -$31.6K |
|
1879
Zimmer Biomet
ZBH
$18.1B
| $1.68M | ﹤0.01% |
19,571
-1,103
| -5% | -$96.7K |
|
1880
First Trust Expanded Technology ETF
XPND
$38.8M
| $1.68M | ﹤0.01% |
40,208
+3,716
| +10% | +$143K |
|
1881
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$729M
| $1.68M | ﹤0.01% |
63,575
+45,937
| +260% | +$1.27M |
|
1882
Fomento Económico Mexicano
FMX
$40.6B
| $1.68M | ﹤0.01% |
13,139
+9,344
| +246% | +$1.13M |
|
1883
VanEck Oil Services ETF
OIH
$2.12B
| $1.68M | ﹤0.01% |
4,516
-143
| -3% | -$59.9K |
|
1884
Nuveen ESG US Aggregate Bond ETF
NUBD
$488M
| $1.68M | ﹤0.01% |
75,742
+7,427
| +11% | +$164K |
|
1885
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.96B
| $1.68M | ﹤0.01% |
90,240
+10,924
| +14% | +$204K |
|
1886
iShares Gold Trust Micro
IAUM
$6.99B
| $1.68M | ﹤0.01% |
41,884
+2,098
| +5% | +$94.3K |
|
1887
Rigetti Computing
RGTI
$5.1B
| $1.67M | ﹤0.01% |
86,594
+9,673
| +13% | +$187K |
|
1888
Strive US Semiconductor ETF
SHOC
$236M
| $1.67M | ﹤0.01% |
13,703
+1,398
| +11% | +$143K |
|
1889
The Ensign Group
ENSG
$9.87B
| $1.67M | ﹤0.01% |
10,420
-17,274
| -62% | -$3.05M |
|
1890
Shake Shack
SHAK
$2.63B
| $1.67M | ﹤0.01% |
29,813
+22,540
| +310% | +$1.7M |
|
1891
iShares MSCI Chile ETF
ECH
$1.05B
| $1.67M | ﹤0.01% |
41,979
+34,278
| +445% | +$1.41M |
|
1892
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$236M
| $1.66M | ﹤0.01% |
32,375
-471
| -1% | -$24.1K |
|
1893
Invesco CEF Income Composite ETF
PCEF
$807M
| $1.66M | ﹤0.01% |
81,768
-6,157
| -7% | -$123K |
|
1894
Atlantic Union Bankshares
AUB
$5.71B
| $1.65M | ﹤0.01% |
39,064
-1,805
| -4% | -$68.9K |
|
1895
Innovator US Equity Buffer ETF November
BNOV
$199M
| $1.65M | ﹤0.01% |
34,522
-458
| -1% | -$21.3K |
|
1896
Walker & Dunlop
WD
$1.42B
| $1.65M | ﹤0.01% |
30,120
-899
| -3% | -$45.5K |
|
|
MAXJ
1897
iShares Large Cap Max Buffer Jun ETF
MAXJ
$164M
| $1.64M | ﹤0.01% |
56,450
-2,767
| -5% | -$79.8K |
|
1898
Texas Roadhouse
TXRH
$11.8B
| $1.64M | ﹤0.01% |
8,506
-3,395
| -29% | -$578K |
|
1899
Jazz Pharmaceuticals
JAZZ
$15.4B
| $1.64M | ﹤0.01% |
6,797
-1,238
| -15% | -$271K |
|
1900
Adams Diversified Equity Fund
ADX
$3.25B
| $1.63M | ﹤0.01% |
63,930
-342
| -0.5% | -$8.38K |
|
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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.