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
1176
$98K ﹤0.01%
4,435
+2,455
1177
$97.6K ﹤0.01%
2,187
+40
1178
$97.5K ﹤0.01%
3,738
-550
1179
$97.4K ﹤0.01%
2,237
-256
1180
$97.3K ﹤0.01%
692
+7
1181
$96.7K ﹤0.01%
1,800
-4,405
1182
$96.7K ﹤0.01%
32,972
+4,453
1183
$96.6K ﹤0.01%
4,951
+669
1184
$96.6K ﹤0.01%
1,213
+75
1185
$96.6K ﹤0.01%
2,806
+177
1186
$96.2K ﹤0.01%
2,000
-1,320
1187
$95.9K ﹤0.01%
4,627
+7
1188
$95.9K ﹤0.01%
2,654
+467
1189
$95.7K ﹤0.01%
233
-223
1190
$95.6K ﹤0.01%
1,738
+103
1191
$95.6K ﹤0.01%
5,012
1192
$95.5K ﹤0.01%
769
+9
1193
$95.4K ﹤0.01%
1,680
1194
$95.2K ﹤0.01%
2,067
+495
1195
$94.2K ﹤0.01%
868
+131
1196
$93.8K ﹤0.01%
6,694
+426
1197
$93.6K ﹤0.01%
493
+51
1198
$93.4K ﹤0.01%
1,809
-320
1199
$93.3K ﹤0.01%
2,039
+1,074
1200
$93.2K ﹤0.01%
302
+34
46 47
48
49 50