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
2601
$3.81K ﹤0.01%
286
-1,391
2602
$3.8K ﹤0.01%
300
2603
$3.8K ﹤0.01%
72
-250
2604
$3.78K ﹤0.01%
182
-105
2605
$3.75K ﹤0.01%
102
-464
2606
$3.75K ﹤0.01%
272
+100
2607
$3.75K ﹤0.01%
177
-304
2608
$3.73K ﹤0.01%
573
2609
$3.72K ﹤0.01%
32
2610
$3.72K ﹤0.01%
+571
2611
$3.72K ﹤0.01%
208
2612
$3.72K ﹤0.01%
85
+5
2613
$3.67K ﹤0.01%
156
-611
2614
$3.67K ﹤0.01%
74
2615
$3.66K ﹤0.01%
124
+29
2616
$3.66K ﹤0.01%
114
2617
$3.65K ﹤0.01%
+237
2618
$3.64K ﹤0.01%
+200
2619
$3.62K ﹤0.01%
300
2620
$3.62K ﹤0.01%
130
2621
$3.61K ﹤0.01%
56
2622
$3.59K ﹤0.01%
102
2623
$3.59K ﹤0.01%
+20
2624
$3.59K ﹤0.01%
194
2625
$3.59K ﹤0.01%
475
103 104
105
106 107