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
2876
$1.4K ﹤0.01%
96
2877
$1.4K ﹤0.01%
142
-71
2878
$1.39K ﹤0.01%
+107
2879
$1.38K ﹤0.01%
211
+97
2880
$1.38K ﹤0.01%
208
2881
$1.38K ﹤0.01%
12
-2
2882
$1.36K ﹤0.01%
38
-317
2883
$1.36K ﹤0.01%
37
2884
$1.35K ﹤0.01%
+205
2885
$1.35K ﹤0.01%
14
2886
$1.34K ﹤0.01%
69
2887
$1.34K ﹤0.01%
133
+59
2888
$1.32K ﹤0.01%
777
-1,232
2889
$1.32K ﹤0.01%
4,150
2890
$1.31K ﹤0.01%
84
2891
$1.3K ﹤0.01%
107
2892
$1.29K ﹤0.01%
16
2893
$1.29K ﹤0.01%
49
+16
2894
$1.28K ﹤0.01%
32
-1
2895
$1.28K ﹤0.01%
135
2896
$1.26K ﹤0.01%
110
-232
2897
$1.26K ﹤0.01%
16
2898
$1.25K ﹤0.01%
34
+25
2899
$1.24K ﹤0.01%
169
+141
2900
$1.24K ﹤0.01%
56
-19
114 115
116
117 118