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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 | |
|---|---|---|---|---|---|---|
|
QCJA
2226
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$83M
| $1.03M | ﹤0.01% |
+43,880
| New | +$1.01M |
|
2227
TRI-Continental Corp
TY
$1.88B
| $1.02M | ﹤0.01% |
29,663
+598
| +2% | +$20.5K |
|
2228
United Bankshares
UBSI
$6.43B
| $1.02M | ﹤0.01% |
22,209
-2,228
| -9% | -$97.4K |
|
2229
Old Second Bancorp
OSBC
$1.29B
| $1.02M | ﹤0.01% |
43,563
-289
| -0.7% | -$6.18K |
|
2230
Dimensional Global Sustainability Fixed Income ETF
DFSB
$742M
| $1.01M | ﹤0.01% |
19,418
+17
| +0.1% | +$885 |
|
2231
Pembina Pipeline
PBA
$28.5B
| $1.01M | ﹤0.01% |
21,867
-3,401
| -13% | -$157K |
|
2232
EnerSys
ENS
$6.47B
| $1.01M | ﹤0.01% |
4,325
-1,538
| -26% | -$334K |
|
2233
Ondas Inc
ONDS
$4.29B
| $1.01M | ﹤0.01% |
122,409
+32,954
| +37% | +$325K |
|
2234
Toro Company
TTC
$8.88B
| $1.01M | ﹤0.01% |
10,316
+1,586
| +18% | +$147K |
|
2235
Equitable Holdings
EQH
$14.2B
| $1M | ﹤0.01% |
22,853
-2,918
| -11% | -$122K |
|
2236
Peabody Energy
BTU
$3.59B
| $1M | ﹤0.01% |
43,365
-1,320
| -3% | -$35.1K |
|
2237
VanEck Low Carbon Energy ETF
SMOG
$135M
| $1M | ﹤0.01% |
6,860
-260
| -4% | -$38.6K |
|
2238
ProShares Investment Grade-Interest Rate Hedged
IGHG
$348M
| $1M | ﹤0.01% |
12,787
+207
| +2% | +$16.2K |
|
2239
Roivant Sciences
ROIV
$29.9B
| $1M | ﹤0.01% |
28,287
-5,377
| -16% | -$159K |
|
|
BTO
2240
John Hancock Financial Opportunities Fund
BTO
$791M
| $1M | ﹤0.01% |
25,390
+193
| +0.8% | +$7.16K |
|
|
PAXS
2241
PIMCO Access Income Fund
PAXS
$664M
| $1,000K | ﹤0.01% |
68,700
+43,700
| +175% | +$628K |
|
2242
Transocean
RIG
$6.51B
| $999K | ﹤0.01% |
204,272
-40,413
| -17% | -$253K |
|
2243
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$261M
| $999K | ﹤0.01% |
57,755
-22,400
| -28% | -$404K |
|
2244
Samsara
IOT
$22.3B
| $996K | ﹤0.01% |
30,702
+7,397
| +32% | +$229K |
|
2245
Cavco Industries
CVCO
$4.18B
| $995K | ﹤0.01% |
1,620
-161
| -9% | -$85.5K |
|
|
BSCZ
2246
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$323M
| $994K | ﹤0.01% |
48,559
+13,138
| +37% | +$270K |
|
2247
XP
XP
$9.68B
| $990K | ﹤0.01% |
60,900
-46
| -0.1% | -$820 |
|
2248
iShares MSCI Austria ETF
EWO
$207M
| $990K | ﹤0.01% |
23,391
+10,105
| +76% | +$403K |
|
2249
JPMorgan Inflation Managed Bond ETF
JCPI
$900M
| $990K | ﹤0.01% |
20,682
+16,240
| +366% | +$785K |
|
2250
SEACOR Marine Holdings
SMHI
$261M
| $987K | ﹤0.01% |
128,988
+213
| +0.2% | +$1.58K |
|
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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.