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
1226
$88K ﹤0.01%
985
+121
1227
$87.7K ﹤0.01%
480
-71
1228
$87.7K ﹤0.01%
1,523
-56
1229
$87.4K ﹤0.01%
1,700
+187
1230
$87K ﹤0.01%
3,372
1231
$86.7K ﹤0.01%
1,453
+8
1232
$86.7K ﹤0.01%
1,000
1233
$86.7K ﹤0.01%
1,525
+725
1234
$86.5K ﹤0.01%
2,491
+15
1235
$86.3K ﹤0.01%
2,874
1236
$86.1K ﹤0.01%
657
+48
1237
$86K ﹤0.01%
1,607
1238
$85.8K ﹤0.01%
6,483
+210
1239
$85.8K ﹤0.01%
1,285
+613
1240
$85.6K ﹤0.01%
1,854
+751
1241
$85.5K ﹤0.01%
821
+222
1242
$85.4K ﹤0.01%
1,208
+1,100
1243
$84.9K ﹤0.01%
2,022
+858
1244
$84.8K ﹤0.01%
6,068
+157
1245
$84.5K ﹤0.01%
2,436
+156
1246
$84.4K ﹤0.01%
601
+153
1247
$84.3K ﹤0.01%
879
+72
1248
$84.2K ﹤0.01%
+2,931
1249
$84.2K ﹤0.01%
913
+445
1250
$84.1K ﹤0.01%
1,939
-36
48 49
50
51 52