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
2501
$5.51K ﹤0.01%
28
+15
2502
$5.5K ﹤0.01%
1,025
2503
$5.49K ﹤0.01%
666
2504
$5.47K ﹤0.01%
83
+9
2505
$5.39K ﹤0.01%
30
-116
2506
$5.38K ﹤0.01%
337
+10
2507
$5.36K ﹤0.01%
150
+70
2508
$5.36K ﹤0.01%
413
+9
2509
$5.33K ﹤0.01%
+136
2510
$5.32K ﹤0.01%
192
-158
2511
$5.3K ﹤0.01%
168
-72
2512
$5.25K ﹤0.01%
147
-242
2513
$5.21K ﹤0.01%
87
-1
2514
$5.2K ﹤0.01%
+75
2515
$5.2K ﹤0.01%
90
2516
$5.18K ﹤0.01%
+63
2517
$5.15K ﹤0.01%
254
2518
$5.05K ﹤0.01%
503
+17
2519
$5.03K ﹤0.01%
100
2520
$5.02K ﹤0.01%
81
-289
2521
$5.01K ﹤0.01%
+200
2522
$5.01K ﹤0.01%
214
-81
2523
$4.98K ﹤0.01%
51
-10
2524
$4.97K ﹤0.01%
143
-23
2525
$4.93K ﹤0.01%
133
-54
99 100
101
102 103