PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.55B
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,007
New
Increased
Reduced
Closed

Top Sells

1 +$180M
2 +$51M
3 +$3.59M
4
CVBF icon
CVB Financial
CVBF
+$3.2M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.07M

Sector Composition

1 Technology 16.35%
2 Healthcare 6.93%
3 Financials 6.47%
4 Communication Services 5.75%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XP icon
1851
XP
XP
$7.93B
$62.6K ﹤0.01%
3,288
+1,775
AB icon
1852
AllianceBernstein
AB
$3.48B
$62.6K ﹤0.01%
1,671
+1,322
SPXC icon
1853
SPX Corp
SPXC
$11.4B
$62.4K ﹤0.01%
312
+86
RDNT icon
1854
RadNet
RDNT
$4.27B
$62.3K ﹤0.01%
1,114
+495
CPB icon
1855
Campbell Soup
CPB
$6.46B
$62.2K ﹤0.01%
2,792
+532
SURE icon
1856
AdvisorShares Insider Advantage ETF
SURE
$53.6M
$62.1K ﹤0.01%
488
APLD icon
1857
Applied Digital
APLD
$11.3B
$62.1K ﹤0.01%
2,614
+1,458
KRC icon
1858
Kilroy Realty
KRC
$4.31B
$61.9K ﹤0.01%
2,194
-1,456
ACLS icon
1859
Axcelis
ACLS
$4.52B
$61.9K ﹤0.01%
665
+120
LYFT icon
1860
Lyft
LYFT
$5.18B
$61.8K ﹤0.01%
4,650
+1,487
KOF icon
1861
Coca-Cola Femsa
KOF
$22.4B
$61.7K ﹤0.01%
632
+16
HL icon
1862
Hecla Mining
HL
$9.91B
$61.6K ﹤0.01%
3,309
+1,298
USLM icon
1863
United States Lime & Minerals
USLM
$3B
$61.5K ﹤0.01%
471
+18
GII icon
1864
State Street SPDR S&P Global Infrastructure ETF
GII
$948M
$61.3K ﹤0.01%
806
UFOX
1865
Defiance Connective Technologies ETF
UFOX
$1,000M
$61.2K ﹤0.01%
897
CDE icon
1866
Coeur Mining
CDE
$16.9B
$61.2K ﹤0.01%
3,260
+2,103
SDOW icon
1867
ProShares UltraPro Short Dow 30
SDOW
$122M
$61.2K ﹤0.01%
1,737
+1,257
SCHC icon
1868
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$61K ﹤0.01%
1,305
+30
DLS icon
1869
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$61K ﹤0.01%
748
+248
TECK icon
1870
Teck Resources
TECK
$30.2B
$60.7K ﹤0.01%
1,173
+18
AIEQ icon
1871
Amplify AI Powered Equity ETF
AIEQ
$121M
$60.7K ﹤0.01%
1,404
+400
CYTK icon
1872
Cytokinetics
CYTK
$9.7B
$60.6K ﹤0.01%
919
+85
SPYV icon
1873
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$60.4K ﹤0.01%
1,068
+17
OZK icon
1874
Bank OZK
OZK
$5.41B
$60.2K ﹤0.01%
1,312
-115
SPXL icon
1875
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.21B
$60.2K ﹤0.01%
325
+100