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
2651
$3.3K ﹤0.01%
74
2652
$3.29K ﹤0.01%
272
-1,780
2653
$3.29K ﹤0.01%
340
-1,090
2654
$3.27K ﹤0.01%
100
2655
$3.26K ﹤0.01%
280
2656
$3.26K ﹤0.01%
30
+2
2657
$3.25K ﹤0.01%
84
2658
$3.23K ﹤0.01%
59
-291
2659
$3.23K ﹤0.01%
143
+97
2660
$3.23K ﹤0.01%
21
-15
2661
$3.22K ﹤0.01%
205
2662
$3.22K ﹤0.01%
130
2663
$3.21K ﹤0.01%
532
2664
$3.2K ﹤0.01%
961
2665
$3.2K ﹤0.01%
58
2666
$3.19K ﹤0.01%
37
+34
2667
$3.19K ﹤0.01%
48
-7
2668
$3.18K ﹤0.01%
287
2669
$3.17K ﹤0.01%
68
+37
2670
$3.16K ﹤0.01%
22
2671
$3.14K ﹤0.01%
130
2672
$3.14K ﹤0.01%
22
2673
$3.14K ﹤0.01%
163
-5
2674
$3.14K ﹤0.01%
34
+31
2675
$3.14K ﹤0.01%
168
+30
105 106
107
108 109