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
2751
$2.54K ﹤0.01%
169
2752
$2.54K ﹤0.01%
94
+48
2753
$2.54K ﹤0.01%
245
2754
$2.53K ﹤0.01%
19
+2
2755
$2.52K ﹤0.01%
207
+178
2756
$2.52K ﹤0.01%
73
+38
2757
$2.52K ﹤0.01%
139
-16
2758
$2.51K ﹤0.01%
228
2759
$2.5K ﹤0.01%
113
-24
2760
$2.49K ﹤0.01%
335
2761
$2.48K ﹤0.01%
+385
2762
$2.47K ﹤0.01%
66
+4
2763
$2.46K ﹤0.01%
37
+18
2764
$2.46K ﹤0.01%
12
2765
$2.46K ﹤0.01%
32
2766
$2.45K ﹤0.01%
37
2767
$2.44K ﹤0.01%
548
+529
2768
$2.43K ﹤0.01%
808
-10
2769
$2.43K ﹤0.01%
361
+60
2770
$2.4K ﹤0.01%
627
+310
2771
$2.39K ﹤0.01%
166
2772
$2.39K ﹤0.01%
225
2773
$2.39K ﹤0.01%
3,010
2774
$2.38K ﹤0.01%
28
2775
$2.37K ﹤0.01%
100
-6
109 110
111
112 113