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
2801
$2.16K ﹤0.01%
89
2802
$2.14K ﹤0.01%
74
2803
$2.14K ﹤0.01%
93
+2
2804
$2.13K ﹤0.01%
42
-3
2805
$2.12K ﹤0.01%
180
+151
2806
$2.12K ﹤0.01%
100
2807
$2.12K ﹤0.01%
91
2808
$2.11K ﹤0.01%
14
2809
$2.11K ﹤0.01%
+467
2810
$2.1K ﹤0.01%
+694
2811
$2.1K ﹤0.01%
147
-1,744
2812
$2.09K ﹤0.01%
22
2813
$2.09K ﹤0.01%
151
-372
2814
$2.09K ﹤0.01%
62
2815
$2.08K ﹤0.01%
338
-168
2816
$2.07K ﹤0.01%
92
2817
$2.06K ﹤0.01%
75
-192
2818
$2.03K ﹤0.01%
458
+437
2819
$2.03K ﹤0.01%
+70
2820
$2.02K ﹤0.01%
+40
2821
$2K ﹤0.01%
8
2822
$1.99K ﹤0.01%
120
-117
2823
$1.99K ﹤0.01%
26
2824
$1.99K ﹤0.01%
87
2825
$1.98K ﹤0.01%
67
+40
111 112
113
114 115