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
2576
$4.28K ﹤0.01%
88
2577
$4.26K ﹤0.01%
46
+33
2578
$4.25K ﹤0.01%
208
2579
$4.23K ﹤0.01%
686
-912
2580
$4.22K ﹤0.01%
17
+1
2581
$4.21K ﹤0.01%
14
+1
2582
$4.2K ﹤0.01%
172
+1
2583
$4.19K ﹤0.01%
193
+46
2584
$4.17K ﹤0.01%
531
-1,263
2585
$4.17K ﹤0.01%
129
2586
$4.12K ﹤0.01%
182
+155
2587
$4.11K ﹤0.01%
258
-303
2588
$4.05K ﹤0.01%
128
2589
$4.05K ﹤0.01%
58
-92
2590
$4.02K ﹤0.01%
144
2591
$4K ﹤0.01%
174
-326
2592
$4K ﹤0.01%
+250
2593
$3.99K ﹤0.01%
91
-4
2594
$3.96K ﹤0.01%
393
-628
2595
$3.93K ﹤0.01%
+300
2596
$3.93K ﹤0.01%
1,000
2597
$3.9K ﹤0.01%
356
+6
2598
$3.9K ﹤0.01%
3,000
-830
2599
$3.87K ﹤0.01%
56
2600
$3.83K ﹤0.01%
100
102 103
104
105 106