PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,768
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$10.6M
3 +$5.95M
4
MSFT icon
Microsoft
MSFT
+$5.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.3M

Top Sells

1 +$7.43M
2 +$4.97M
3 +$3.32M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.77M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.81M

Sector Composition

1 Technology 17.24%
2 Healthcare 9.69%
3 Financials 7.2%
4 Communication Services 5.17%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DOCS icon
1451
Doximity
DOCS
$8.86B
$82.3K ﹤0.01%
1,342
+52
APTV icon
1452
Aptiv
APTV
$16.6B
$82.3K ﹤0.01%
1,206
-473
AS icon
1453
Amer Sports
AS
$17.1B
$82.1K ﹤0.01%
2,118
-350
SPHB icon
1454
Invesco S&P 500 High Beta ETF
SPHB
$482M
$81.9K ﹤0.01%
840
SENEA icon
1455
Seneca Foods Class A
SENEA
$843M
$81.7K ﹤0.01%
805
+13
MATX icon
1456
Matsons
MATX
$3.26B
$81.5K ﹤0.01%
732
-51
INVE icon
1457
Identive
INVE
$84.1M
$81.5K ﹤0.01%
25,000
AR icon
1458
Antero Resources
AR
$10.4B
$81.3K ﹤0.01%
2,019
+131
CE icon
1459
Celanese
CE
$4.04B
$81.2K ﹤0.01%
1,467
+513
BOOT icon
1460
Boot Barn
BOOT
$5.28B
$81K ﹤0.01%
533
+446
VOD icon
1461
Vodafone
VOD
$29.1B
$80.8K ﹤0.01%
7,581
+2,105
CR icon
1462
Crane Co
CR
$10.3B
$80.7K ﹤0.01%
425
-50
W icon
1463
Wayfair
W
$13B
$80.6K ﹤0.01%
1,576
+1,097
ALV icon
1464
Autoliv
ALV
$8.9B
$80.5K ﹤0.01%
719
+343
EAOA icon
1465
iShares ESG Aware Aggressive Allocation ETF
EAOA
$33.6M
$80.5K ﹤0.01%
2,088
SIRI icon
1466
SiriusXM
SIRI
$7.1B
$80.4K ﹤0.01%
3,499
+1,423
BIDU icon
1467
Baidu
BIDU
$39.2B
$80.2K ﹤0.01%
935
+136
MC icon
1468
Moelis & Co
MC
$4.69B
$80K ﹤0.01%
1,283
-73
CLH icon
1469
Clean Harbors
CLH
$10.8B
$79.8K ﹤0.01%
345
+111
HG icon
1470
Hamilton Insurance Group
HG
$2.57B
$79.3K ﹤0.01%
3,667
+4
PHG icon
1471
Philips
PHG
$26.6B
$79K ﹤0.01%
3,293
-336
FXZ icon
1472
First Trust Materials AlphaDEX Fund
FXZ
$206M
$78.9K ﹤0.01%
1,385
RFV icon
1473
Invesco S&P MidCap 400 Pure Value ETF
RFV
$268M
$78.6K ﹤0.01%
650
GT icon
1474
Goodyear
GT
$2.13B
$78.4K ﹤0.01%
7,556
+1,734
BITX icon
1475
2x Bitcoin Strategy ETF
BITX
$1.42B
$78.3K ﹤0.01%
+1,450