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
2826
$1.97K ﹤0.01%
93
2827
$1.96K ﹤0.01%
37
2828
$1.91K ﹤0.01%
223
+183
2829
$1.88K ﹤0.01%
137
+70
2830
$1.88K ﹤0.01%
89
2831
$1.87K ﹤0.01%
20
-5
2832
$1.87K ﹤0.01%
91
-494
2833
$1.86K ﹤0.01%
391
2834
$1.83K ﹤0.01%
73
2835
$1.83K ﹤0.01%
79
+64
2836
$1.8K ﹤0.01%
84
+75
2837
$1.79K ﹤0.01%
26
+14
2838
$1.79K ﹤0.01%
360
2839
$1.79K ﹤0.01%
+415
2840
$1.77K ﹤0.01%
57
2841
$1.77K ﹤0.01%
21
2842
$1.76K ﹤0.01%
53
+37
2843
$1.73K ﹤0.01%
95
2844
$1.73K ﹤0.01%
77
2845
$1.73K ﹤0.01%
1,113
-2,702
2846
$1.7K ﹤0.01%
100
-114
2847
$1.67K ﹤0.01%
111
-126
2848
$1.67K ﹤0.01%
58
-193
2849
$1.67K ﹤0.01%
25
2850
$1.66K ﹤0.01%
490
112 113
114
115 116