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
2726
$2.69K ﹤0.01%
45
2727
$2.69K ﹤0.01%
128
2728
$2.67K ﹤0.01%
276
-276
2729
$2.67K ﹤0.01%
77
-26
2730
$2.67K ﹤0.01%
97
+27
2731
$2.67K ﹤0.01%
112
-3
2732
$2.66K ﹤0.01%
388
-112
2733
$2.65K ﹤0.01%
220
2734
$2.65K ﹤0.01%
+25
2735
$2.65K ﹤0.01%
356
-8
2736
$2.63K ﹤0.01%
132
+64
2737
$2.63K ﹤0.01%
+50
2738
$2.63K ﹤0.01%
47
2739
$2.62K ﹤0.01%
25
2740
$2.6K ﹤0.01%
282
2741
$2.6K ﹤0.01%
159
2742
$2.59K ﹤0.01%
132
-683
2743
$2.58K ﹤0.01%
48
2744
$2.57K ﹤0.01%
182
2745
$2.57K ﹤0.01%
88
-28
2746
$2.56K ﹤0.01%
195
-83
2747
$2.56K ﹤0.01%
+162
2748
$2.55K ﹤0.01%
1,176
+786
2749
$2.55K ﹤0.01%
193
2750
$2.55K ﹤0.01%
51
+1
108 109
110
111 112