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
2926
$1.01K ﹤0.01%
96
+13
2927
$1.01K ﹤0.01%
12
-5
2928
$996 ﹤0.01%
20
2929
$992 ﹤0.01%
122
+65
2930
$991 ﹤0.01%
+39
2931
$990 ﹤0.01%
+31
2932
$987 ﹤0.01%
32
2933
$975 ﹤0.01%
30
-40
2934
$975 ﹤0.01%
62
2935
$969 ﹤0.01%
56
2936
$969 ﹤0.01%
108
-1,501
2937
$968 ﹤0.01%
28
2938
$965 ﹤0.01%
21
2939
$955 ﹤0.01%
83
2940
$954 ﹤0.01%
96
-2
2941
$952 ﹤0.01%
26
2942
$940 ﹤0.01%
79
2943
$939 ﹤0.01%
+101
2944
$935 ﹤0.01%
57
2945
$930 ﹤0.01%
20
2946
$928 ﹤0.01%
350
+195
2947
$926 ﹤0.01%
75
2948
$923 ﹤0.01%
22
2949
$921 ﹤0.01%
25
2950
$915 ﹤0.01%
+62
116 117
118
119 120