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
$3.69B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,492
New
Increased
Reduced
Closed

Top Buys

1
+$53.4M
2
+$21.6M
3
+$15.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.34M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$45.8M
2
+$32.9M
3
+$3.74M
4
NVDA icon
NVIDIA
NVDA
+$1.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.45M

Sector Composition

1 Technology 15.29%
2 Healthcare 8.29%
3 Financials 6.96%
4 Communication Services 4.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$5.97K ﹤0.01%
369
-55
2477
$5.96K ﹤0.01%
391
-62
2478
$5.95K ﹤0.01%
226
+50
2479
$5.94K ﹤0.01%
1,305
2480
$5.91K ﹤0.01%
119
2481
$5.89K ﹤0.01%
160
-10
2482
$5.87K ﹤0.01%
371
-287
2483
$5.84K ﹤0.01%
242
2484
$5.8K ﹤0.01%
+182
2485
$5.79K ﹤0.01%
217
2486
$5.78K ﹤0.01%
+600
2487
$5.78K ﹤0.01%
369
-558
2488
$5.78K ﹤0.01%
464
2489
$5.78K ﹤0.01%
120
+58
2490
$5.71K ﹤0.01%
238
2491
$5.7K ﹤0.01%
61
2492
$5.68K ﹤0.01%
74
2493
$5.66K ﹤0.01%
128
2494
$5.66K ﹤0.01%
100
2495
$5.65K ﹤0.01%
135
2496
$5.65K ﹤0.01%
477
+181
2497
$5.64K ﹤0.01%
+399
2498
$5.59K ﹤0.01%
51
-45
2499
$5.54K ﹤0.01%
231
2500
$5.52K ﹤0.01%
10
+1
98 99
100
101 102