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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
POWA icon
2201
Invesco Bloomberg Pricing Power ETF
POWA
$172M
$1.07M ﹤0.01%
12,053
-1,066
-8% -$93.6K
DOCN icon
2202
DigitalOcean
DOCN
$15.5B
$1.07M ﹤0.01%
6,807
-3,798
-36% -$514K
FCNCA icon
2203
First Citizens BancShares
FCNCA
$24B
$1.07M ﹤0.01%
514
-93
-15% -$186K
UJAN icon
2204
Innovator US Equity Ultra Buffer ETF January
UJAN
$254M
$1.06M ﹤0.01%
23,458
+3,388
+17% +$151K
BBBS icon
2205
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
$174M
$1.06M ﹤0.01%
20,800
+5,900
+40% +$301K
KMAR
2206
Innovator U.S. Small Cap Power Buffer ETF - March
KMAR
$32.5M
$1.06M ﹤0.01%
33,000
+22,669
+219% +$704K
GNL icon
2207
Global Net Lease
GNL
$2.1B
$1.06M ﹤0.01%
118,362
-7,858
-6% -$73.5K
ROL icon
2208
Rollins
ROL
$16.6B
$1.06M ﹤0.01%
25,343
-6,998
-22% -$358K
WISE icon
2209
Themes Generative Artificial Intelligence ETF
WISE
$27.8M
$1.06M ﹤0.01%
27,363
-1,261
-4% -$48.6K
PSQ icon
2210
ProShares Short QQQ
PSQ
$661M
$1.05M ﹤0.01%
41,950
-62,130
-60% -$1.69M
FDIS icon
2211
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.64B
$1.05M ﹤0.01%
10,211
-7,815
-43% -$788K
DFTX
2212
Definium Therapeutics
DFTX
$5.15B
$1.05M ﹤0.01%
22,313
+3,754
+20% +$92.8K
STUB
2213
StubHub Holdings
STUB
$2.32B
$1.04M ﹤0.01%
+81,139
New +$716K
PFIX icon
2214
Simplify Interest Rate Hedge ETF
PFIX
$175M
$1.04M ﹤0.01%
24,027
-424
-2% -$19.6K
USEW
2215
Cambria US EW ETF
USEW
$191M
$1.04M ﹤0.01%
18,648
– –
ZVRA icon
2216
Zevra Therapeutics
ZVRA
$730M
$1.04M ﹤0.01%
+72,300
New +$804K
ERIC icon
2217
Ericsson
ERIC
$32.8B
$1.03M ﹤0.01%
92,817
+2,454
+3% +$29.6K
NBHC icon
2218
National Bank Holdings
NBHC
$1.85B
$1.03M ﹤0.01%
23,279
-1,632
-7% -$68.9K
THNQ icon
2219
ROBO Global Artificial Intelligence ETF
THNQ
$445M
$1.03M ﹤0.01%
11,325
-6,656
-37% -$521K
QDPL icon
2220
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.79B
$1.03M ﹤0.01%
22,901
+2,400
+12% +$107K
DWM icon
2221
WisdomTree International Equity Fund
DWM
$675M
$1.03M ﹤0.01%
14,088
+1,200
+9% +$88.1K
CGIC
2222
Capital Group International Core Equity ETF
CGIC
$2.53B
$1.03M ﹤0.01%
28,325
+11,608
+69% +$414K
BSTP icon
2223
Innovator Buffer Step-Up Strategy ETF
BSTP
$59.1M
$1.03M ﹤0.01%
26,127
– –
COLB icon
2224
Columbia Banking Systems
COLB
$8.55B
$1.03M ﹤0.01%
32,030
-12,449
-28% -$370K
AWI icon
2225
Armstrong World Industries
AWI
$7.13B
$1.03M ﹤0.01%
6,397
-989
-13% -$162K
87 88
89
90 91

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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.