We are live on ! Find out more
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
IAPR icon
2176
Innovator International Developed Power Buffer ETF April
IAPR
$202M
$1.1M ﹤0.01%
33,186
+1,575
+5% +$51.6K
RBA icon
2177
RB Global
RBA
$15.1B
$1.1M ﹤0.01%
9,462
-3,048
-24% -$321K
SNX icon
2178
TD Synnex
SNX
$20.6B
$1.1M ﹤0.01%
4,108
-1,543
-27% -$372K
OMER icon
2179
Omeros
OMER
$1.39B
$1.1M ﹤0.01%
115,368
+4,738
+4% +$56.4K
OTTR icon
2180
Otter Tail
OTTR
$3.75B
$1.1M ﹤0.01%
12,186
+2,082
+21% +$184K
XSHQ icon
2181
Invesco S&P SmallCap Quality ETF
XSHQ
$297M
$1.1M ﹤0.01%
22,665
+244
+1% +$11.1K
HIMU
2182
iShares High Yield Muni Active ETF
HIMU
$2.49B
$1.09M ﹤0.01%
+21,980
New +$1.07M
KJAN icon
2183
Innovator US Small Cap Power Buffer ETF January
KJAN
$323M
$1.09M ﹤0.01%
23,935
+3,074
+15% +$136K
HFXI icon
2184
NYLIM FTSE International Equity Currency Neutral ETF
HFXI
$2.21B
$1.09M ﹤0.01%
28,664
-1,641
-5% -$60.1K
ICLR icon
2185
Icon
ICLR
$12.4B
$1.09M ﹤0.01%
6,284
+2,008
+47% +$256K
SEIC icon
2186
SEI Investments
SEIC
$12.9B
$1.09M ﹤0.01%
12,435
-599
-5% -$52.3K
AG icon
2187
First Majestic Silver
AG
$10.5B
$1.09M ﹤0.01%
64,272
+20,189
+46% +$400K
ETH
2188
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.11B
$1.09M ﹤0.01%
72,397
-45,231
-38% -$883K
JHG
2189
DELISTED
Janus Henderson
JHG
$1.09M ﹤0.01%
20,935
-320
-2% -$16.5K
NAT icon
2190
Nordic American Tanker
NAT
$1.53B
$1.09M ﹤0.01%
196,222
-400
-0.2% -$2.27K
KXI icon
2191
iShares Global Consumer Staples ETF
KXI
$1.07B
$1.09M ﹤0.01%
16,075
+652
+4% +$44.4K
GJAN icon
2192
FT Vest US Equity Moderate Buffer ETF January
GJAN
$439M
$1.08M ﹤0.01%
24,041
– –
ICOP icon
2193
iShares Copper and Metals Mining ETF
ICOP
$516M
$1.08M ﹤0.01%
21,921
-173
-0.8% -$9.03K
CGCV
2194
Capital Group Conservative Equity ETF
CGCV
$2.02B
$1.08M ﹤0.01%
32,868
+2,528
+8% +$80K
SAMM icon
2195
Strategas Macro Momentum ETF
SAMM
$34.1M
$1.08M ﹤0.01%
33,321
+4,080
+14% +$130K
BJ icon
2196
BJs Wholesale Club
BJ
$11.2B
$1.08M ﹤0.01%
12,329
-3,481
-22% -$319K
YYY icon
2197
Amplify CEF High Income ETF
YYY
$733M
$1.08M ﹤0.01%
93,250
-3,700
-4% -$42.4K
USEP icon
2198
Innovator US Equity Ultra Buffer ETF September
USEP
$162M
$1.07M ﹤0.01%
25,999
– –
SW
2199
Smurfit Westrock
SW
$22.8B
$1.07M ﹤0.01%
23,196
-8,166
-26% -$337K
SMOT icon
2200
VanEck Morningstar SMID Moat ETF
SMOT
$321M
$1.07M ﹤0.01%
27,589
-587
-2% -$22K
86 87
88
89 90

Similar funds

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

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.