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
2776
$2.37K ﹤0.01%
217
2777
$2.37K ﹤0.01%
+307
2778
$2.36K ﹤0.01%
38
-2
2779
$2.36K ﹤0.01%
142
+6
2780
$2.36K ﹤0.01%
+167
2781
$2.35K ﹤0.01%
42
-15
2782
$2.35K ﹤0.01%
41
-45
2783
$2.32K ﹤0.01%
16
2784
$2.32K ﹤0.01%
74
2785
$2.31K ﹤0.01%
94
-33
2786
$2.31K ﹤0.01%
41
-35
2787
$2.3K ﹤0.01%
46
2788
$2.27K ﹤0.01%
204
-125
2789
$2.27K ﹤0.01%
121
-307
2790
$2.26K ﹤0.01%
172
-456
2791
$2.26K ﹤0.01%
212
-1,168
2792
$2.26K ﹤0.01%
68
2793
$2.25K ﹤0.01%
65
2794
$2.25K ﹤0.01%
91
2795
$2.24K ﹤0.01%
17
2796
$2.23K ﹤0.01%
193
+21
2797
$2.21K ﹤0.01%
287
2798
$2.21K ﹤0.01%
44
-35
2799
$2.18K ﹤0.01%
106
2800
$2.17K ﹤0.01%
23
110 111
112
113 114