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
2851
$1.65K ﹤0.01%
+89
2852
$1.64K ﹤0.01%
+61
2853
$1.62K ﹤0.01%
49
2854
$1.62K ﹤0.01%
+539
2855
$1.6K ﹤0.01%
108
2856
$1.58K ﹤0.01%
240
2857
$1.55K ﹤0.01%
1,229
2858
$1.55K ﹤0.01%
17
2859
$1.55K ﹤0.01%
25
2860
$1.53K ﹤0.01%
181
2861
$1.51K ﹤0.01%
+150
2862
$1.5K ﹤0.01%
300
2863
$1.5K ﹤0.01%
64
2864
$1.49K ﹤0.01%
465
-21
2865
$1.49K ﹤0.01%
100
2866
$1.45K ﹤0.01%
103
2867
$1.44K ﹤0.01%
132
2868
$1.44K ﹤0.01%
44
+30
2869
$1.43K ﹤0.01%
+230
2870
$1.43K ﹤0.01%
250
2871
$1.42K ﹤0.01%
550
2872
$1.42K ﹤0.01%
93
2873
$1.42K ﹤0.01%
31
2874
$1.41K ﹤0.01%
61
2875
$1.4K ﹤0.01%
26
113 114
115
116 117