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
2676
$3.13K ﹤0.01%
1,000
2677
$3.12K ﹤0.01%
+81
2678
$3.12K ﹤0.01%
336
-15
2679
$3.12K ﹤0.01%
32
2680
$3.11K ﹤0.01%
105
+71
2681
$3.11K ﹤0.01%
10
2682
$3.11K ﹤0.01%
167
+55
2683
$3.1K ﹤0.01%
48
2684
$3.09K ﹤0.01%
272
-8
2685
$3.08K ﹤0.01%
137
+120
2686
$3.08K ﹤0.01%
77
-16
2687
$3.06K ﹤0.01%
244
2688
$3.04K ﹤0.01%
134
2689
$3.02K ﹤0.01%
23
+21
2690
$3K ﹤0.01%
363
2691
$2.99K ﹤0.01%
93
2692
$2.99K ﹤0.01%
157
2693
$2.98K ﹤0.01%
85
2694
$2.97K ﹤0.01%
45
2695
$2.94K ﹤0.01%
246
-53
2696
$2.92K ﹤0.01%
+25
2697
$2.92K ﹤0.01%
88
2698
$2.92K ﹤0.01%
2,210
2699
$2.91K ﹤0.01%
80
2700
$2.9K ﹤0.01%
400
106 107
108
109 110