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
2626
$3.58K ﹤0.01%
+78
2627
$3.58K ﹤0.01%
19
2628
$3.57K ﹤0.01%
1,294
-1,133
2629
$3.57K ﹤0.01%
102
+4
2630
$3.56K ﹤0.01%
90
+72
2631
$3.56K ﹤0.01%
69
2632
$3.56K ﹤0.01%
672
-762
2633
$3.54K ﹤0.01%
98
2634
$3.53K ﹤0.01%
500
-500
2635
$3.52K ﹤0.01%
500
+423
2636
$3.52K ﹤0.01%
427
-21
2637
$3.51K ﹤0.01%
1,345
2638
$3.48K ﹤0.01%
10
+3
2639
$3.48K ﹤0.01%
48
+34
2640
$3.47K ﹤0.01%
113
+30
2641
$3.46K ﹤0.01%
329
2642
$3.46K ﹤0.01%
160
-400
2643
$3.46K ﹤0.01%
483
+11
2644
$3.45K ﹤0.01%
321
2645
$3.43K ﹤0.01%
57
2646
$3.42K ﹤0.01%
118
2647
$3.41K ﹤0.01%
83
2648
$3.4K ﹤0.01%
31
-170
2649
$3.35K ﹤0.01%
+132
2650
$3.32K ﹤0.01%
126
104 105
106
107 108