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
2526
$4.93K ﹤0.01%
100
2527
$4.92K ﹤0.01%
204
-370
2528
$4.92K ﹤0.01%
167
-353
2529
$4.9K ﹤0.01%
382
-97
2530
$4.87K ﹤0.01%
168
+18
2531
$4.82K ﹤0.01%
30
2532
$4.81K ﹤0.01%
200
2533
$4.81K ﹤0.01%
598
2534
$4.81K ﹤0.01%
85
+49
2535
$4.81K ﹤0.01%
184
-101
2536
$4.81K ﹤0.01%
421
-155
2537
$4.81K ﹤0.01%
619
+449
2538
$4.78K ﹤0.01%
145
2539
$4.77K ﹤0.01%
335
-142
2540
$4.74K ﹤0.01%
159
2541
$4.74K ﹤0.01%
78
-111
2542
$4.71K ﹤0.01%
75
-43
2543
$4.71K ﹤0.01%
243
-29
2544
$4.7K ﹤0.01%
77
+48
2545
$4.7K ﹤0.01%
39
-49
2546
$4.69K ﹤0.01%
189
-87
2547
$4.67K ﹤0.01%
59
2548
$4.66K ﹤0.01%
50
-8
2549
$4.66K ﹤0.01%
54
2550
$4.64K ﹤0.01%
801
-1,000
100 101
102
103 104