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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
ECHO
2101
EchoStar
ECHO
$26.6B
$1.25M ﹤0.01%
12,283
-2,322
-16% -$284K
NAD icon
2102
Nuveen Quality Municipal Income Fund
NAD
$2.63B
$1.25M ﹤0.01%
102,744
+14,372
+16% +$170K
TNGY
2103
Tortoise Energy ETF
TNGY
$593M
$1.24M ﹤0.01%
127,846
+1,285
+1% +$13K
KB icon
2104
KB Financial Group
KB
$44.9B
$1.24M ﹤0.01%
11,822
+3,379
+40% +$357K
XRT icon
2105
State Street SPDR S&P Retail ETF
XRT
$276M
$1.24M ﹤0.01%
14,139
-4,600
-25% -$387K
MORN icon
2106
Morningstar
MORN
$7.39B
$1.24M ﹤0.01%
7,933
-1,145
-13% -$199K
BGCG
2107
Baillie Gifford International Concentrated Growth ETF
BGCG
$1.23M ﹤0.01%
+47,056
New +$1.21M
OGS icon
2108
ONE Gas
OGS
$4.99B
$1.23M ﹤0.01%
15,983
-10,683
-40% -$889K
TAX
2109
Cambria Tax Aware ETF
TAX
$25.4M
$1.23M ﹤0.01%
38,824
+222
+0.6% +$6.62K
URAN
2110
Themes Uranium & Nuclear ETF
URAN
$29.7M
$1.23M ﹤0.01%
32,221
+2,184
+7% +$95.3K
FHN icon
2111
First Horizon
FHN
$11.7B
$1.23M ﹤0.01%
47,893
-17,062
-26% -$416K
GVIP icon
2112
Goldman Sachs Hedge Industry VIP ETF
GVIP
$574M
$1.22M ﹤0.01%
6,484
+741
+13% +$127K
JPC icon
2113
Nuveen Preferred & Income Opportunities Fund
JPC
$2.74B
$1.22M ﹤0.01%
154,859
-765
-0.5% -$6.01K
ZFEB
2114
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$152M
$1.22M ﹤0.01%
46,940
– –
ESGG icon
2115
Northern Trust STOXX Global ESG Select ETF
ESGG
$114M
$1.22M ﹤0.01%
5,224
+564
+12% +$126K
LII icon
2116
Lennox International
LII
$13.2B
$1.22M ﹤0.01%
2,122
-1,025
-33% -$522K
WCBR
2117
WisdomTree Cybersecurity Fund
WCBR
$134M
$1.21M ﹤0.01%
33,533
-15,219
-31% -$452K
CAML icon
2118
Congress Large Cap Growth ETF
CAML
$380M
$1.21M ﹤0.01%
30,337
+9,110
+43% +$355K
CGNT icon
2119
Cognyte Software
CGNT
$610M
$1.21M ﹤0.01%
+137,911
New +$1.31M
NDAA
2120
Ned Davis Research 360 Dynamic Allocation ETF
NDAA
$190M
$1.21M ﹤0.01%
50,758
+660
+1% +$15.5K
EVSM icon
2121
Eaton Vance Short Duration Municipal Income ETF
EVSM
$829M
$1.21M ﹤0.01%
24,010
-2,536
-10% -$128K
JVAL icon
2122
JPMorgan US Value Factor ETF
JVAL
$977M
$1.21M ﹤0.01%
20,576
+45
+0.2% +$2.48K
FWONK icon
2123
Liberty Media Series C
FWONK
$24.2B
$1.2M ﹤0.01%
12,663
-115
-0.9% -$10.3K
AM icon
2124
Antero Midstream
AM
$10.9B
$1.2M ﹤0.01%
52,904
-16,513
-24% -$359K
XMPT icon
2125
VanEck CEF Muni Income ETF
XMPT
$214M
$1.2M ﹤0.01%
53,784
+4,030
+8% +$88K
83 84
85
86 87

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Mackenzie Financial
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Lilly Endowment
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Sanders Capital
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BNP Paribas Asset Management
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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.