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
NCLH icon
1626
Norwegian Cruise Line
NCLH
$8.19B
$58.3K ﹤0.01%
2,877
+874
NVMI icon
1627
Nova
NVMI
$8.51B
$58.3K ﹤0.01%
212
+137
SCHC icon
1628
Schwab International Small-Cap Equity ETF
SCHC
$5.2B
$58.3K ﹤0.01%
1,369
+22
CHWY icon
1629
Chewy
CHWY
$14.4B
$58.2K ﹤0.01%
1,365
+577
PRCT icon
1630
Procept Biorobotics
PRCT
$1.6B
$58.2K ﹤0.01%
1,010
-10
LDUR icon
1631
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$952M
$57.9K ﹤0.01%
604
HIMS icon
1632
Hims & Hers Health
HIMS
$8.21B
$57.6K ﹤0.01%
1,155
+735
FVD icon
1633
First Trust Value Line Dividend Fund
FVD
$8.98B
$57.5K ﹤0.01%
1,287
UPRO icon
1634
ProShares UltraPro S&P 500
UPRO
$4.49B
$57.5K ﹤0.01%
629
+2
TRU icon
1635
TransUnion
TRU
$15.6B
$57.3K ﹤0.01%
651
-272
SR icon
1636
Spire
SR
$5.1B
$57.3K ﹤0.01%
785
+337
ATHM icon
1637
Autohome
ATHM
$2.82B
$57K ﹤0.01%
2,212
+659
TREX icon
1638
Trex
TREX
$3.36B
$57K ﹤0.01%
1,049
+232
ZBH icon
1639
Zimmer Biomet
ZBH
$17.9B
$56.9K ﹤0.01%
624
-468
ASB icon
1640
Associated Banc-Corp
ASB
$4.08B
$56.8K ﹤0.01%
2,329
-532
SURE icon
1641
AdvisorShares Insider Advantage ETF
SURE
$47.6M
$56.8K ﹤0.01%
483
FHN icon
1642
First Horizon
FHN
$10.3B
$56.8K ﹤0.01%
2,678
+150
AEIS icon
1643
Advanced Energy
AEIS
$7.58B
$56.7K ﹤0.01%
428
-82
BAX icon
1644
Baxter International
BAX
$9.29B
$56.4K ﹤0.01%
1,862
-2,197
RLI icon
1645
RLI Corp
RLI
$5.86B
$56.3K ﹤0.01%
780
+1
ESAB icon
1646
ESAB
ESAB
$6.52B
$56.3K ﹤0.01%
467
+1
ZWS icon
1647
Zurn Elkay Water Solutions
ZWS
$7.58B
$56.3K ﹤0.01%
1,539
+125
OLN icon
1648
Olin
OLN
$2.16B
$56.2K ﹤0.01%
2,800
-1,424
BIPC icon
1649
Brookfield Infrastructure
BIPC
$5.39B
$56.2K ﹤0.01%
1,352
+598
FLUT icon
1650
Flutter Entertainment
FLUT
$33.9B
$56.2K ﹤0.01%
197
+61