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
2701
$2.9K ﹤0.01%
+217
2702
$2.89K ﹤0.01%
70
2703
$2.89K ﹤0.01%
261
-261
2704
$2.88K ﹤0.01%
242
-108
2705
$2.88K ﹤0.01%
8,000
2706
$2.87K ﹤0.01%
+143
2707
$2.87K ﹤0.01%
+597
2708
$2.87K ﹤0.01%
89
-311
2709
$2.85K ﹤0.01%
85
-206
2710
$2.85K ﹤0.01%
66
2711
$2.85K ﹤0.01%
+11
2712
$2.84K ﹤0.01%
86
2713
$2.84K ﹤0.01%
16
2714
$2.83K ﹤0.01%
6
2715
$2.83K ﹤0.01%
+75
2716
$2.82K ﹤0.01%
42
2717
$2.81K ﹤0.01%
542
+205
2718
$2.8K ﹤0.01%
98
2719
$2.79K ﹤0.01%
119
2720
$2.79K ﹤0.01%
35
+11
2721
$2.79K ﹤0.01%
83
-1
2722
$2.77K ﹤0.01%
373
-13
2723
$2.75K ﹤0.01%
394
-27
2724
$2.74K ﹤0.01%
20
2725
$2.72K ﹤0.01%
81
107 108
109
110 111