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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
FSIG icon
1951
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
$1.54M ﹤0.01%
81,579
-1,553
-2% -$29.4K
DY icon
1952
Dycom Industries
DY
$8.99B
$1.53M ﹤0.01%
3,035
-800
-21% -$350K
PTY icon
1953
PIMCO Corporate & Income Opportunity Fund
PTY
$2.56B
$1.53M ﹤0.01%
127,516
+58,412
+85% +$701K
HYDB icon
1954
iShares High Yield Systematic Bond ETF
HYDB
$1.62B
$1.53M ﹤0.01%
32,761
+595
+2% +$27.8K
TAK icon
1955
Takeda Pharmaceutical
TAK
$58.3B
$1.53M ﹤0.01%
95,466
-7,616
-7% -$126K
CRBN icon
1956
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$1.53M ﹤0.01%
6,044
+355
+6% +$87.5K
NXE icon
1957
NexGen Energy
NXE
$7.17B
$1.53M ﹤0.01%
162,508
+94,537
+139% +$1.07M
LIEN
1958
Chicago Atlantic BDC
LIEN
$232M
$1.52M ﹤0.01%
155,924
-17,700
-10% -$171K
PB icon
1959
Prosperity Bancshares
PB
$8.62B
$1.52M ﹤0.01%
20,835
-4,308
-17% -$300K
VSTS icon
1960
Vestis
VSTS
$1.77B
$1.52M ﹤0.01%
104,602
-113,287
-52% -$1.26M
XHE icon
1961
State Street SPDR S&P Health Care Equipment ETF
XHE
$175M
$1.51M ﹤0.01%
17,982
-26
-0.1% -$2.1K
DBD icon
1962
Diebold Nixdorf
DBD
$2.26B
$1.51M ﹤0.01%
17,804
-19
-0.1% -$1.53K
FIVE icon
1963
Five Below
FIVE
$13.9B
$1.51M ﹤0.01%
8,418
-8,588
-50% -$1.85M
STOT icon
1964
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$531M
$1.51M ﹤0.01%
32,138
+1,439
+5% +$67.7K
BF.A icon
1965
Brown-Forman Class A
BF.A
$12.3B
$1.51M ﹤0.01%
55,245
+38,833
+237% +$1.07M
EIM
1966
Eaton Vance Municipal Bond Fund
EIM
$485M
$1.51M ﹤0.01%
151,540
-6,299
-4% -$61.9K
AEG icon
1967
Aegon
AEG
$13.5B
$1.5M ﹤0.01%
178,053
-23,580
-12% -$194K
NUSC icon
1968
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$1.5M ﹤0.01%
28,735
-2,204
-7% -$108K
EDD
1969
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$387M
$1.5M ﹤0.01%
254,694
+4,239
+2% +$23.5K
CVNA icon
1970
Carvana
CVNA
$53.2B
$1.5M ﹤0.01%
22,741
-5,234
-19% -$370K
TYLD icon
1971
Cambria Tactical Yield ETF
TYLD
$56M
$1.5M ﹤0.01%
59,219
+3,509
+6% +$88.6K
FESM icon
1972
Fidelity Enhanced Small Cap Core ETF
FESM
$6.45B
$1.49M ﹤0.01%
30,881
+2,478
+9% +$109K
BEP icon
1973
Brookfield Renewable
BEP
$9.42B
$1.49M ﹤0.01%
42,861
+969
+2% +$33.7K
ECG
1974
Everus Construction Group
ECG
$6.05B
$1.49M ﹤0.01%
8,960
-438
-5% -$64.2K
LQTI
1975
FT Vest Investment Grade & Target Income ETF
LQTI
$258M
$1.49M ﹤0.01%
+76,970
New +$1.5M
77 78
79
80 81

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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.