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
2901
$1.24K ﹤0.01%
55
2902
$1.23K ﹤0.01%
150
2903
$1.23K ﹤0.01%
501
2904
$1.22K ﹤0.01%
50
2905
$1.21K ﹤0.01%
62
+13
2906
$1.2K ﹤0.01%
24
+18
2907
$1.2K ﹤0.01%
+600
2908
$1.18K ﹤0.01%
189
2909
$1.18K ﹤0.01%
1,000
2910
$1.17K ﹤0.01%
40
2911
$1.16K ﹤0.01%
27
+20
2912
$1.16K ﹤0.01%
27
-7
2913
$1.13K ﹤0.01%
23
2914
$1.12K ﹤0.01%
+55
2915
$1.12K ﹤0.01%
91
2916
$1.11K ﹤0.01%
134
2917
$1.11K ﹤0.01%
50
2918
$1.1K ﹤0.01%
7,867
2919
$1.08K ﹤0.01%
61
2920
$1.05K ﹤0.01%
73
+1
2921
$1.05K ﹤0.01%
50
2922
$1.05K ﹤0.01%
33
2923
$1.04K ﹤0.01%
13
+12
2924
$1.03K ﹤0.01%
103
-36
2925
$1.02K ﹤0.01%
92
-1,347
115 116
117
118 119