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
1276
$79.4K ﹤0.01%
4,797
-53
1277
$79.4K ﹤0.01%
1,601
-84
1278
$78.9K ﹤0.01%
680
+30
1279
$78.8K ﹤0.01%
351
+40
1280
$78.7K ﹤0.01%
906
+32
1281
$78.7K ﹤0.01%
1,601
+1,005
1282
$78.3K ﹤0.01%
11,178
-6,022
1283
$78.1K ﹤0.01%
1,593
1284
$78K ﹤0.01%
5,511
+87
1285
$78K ﹤0.01%
3,551
-239
1286
$77.9K ﹤0.01%
714
+20
1287
$77.9K ﹤0.01%
1,211
+167
1288
$77.8K ﹤0.01%
1,674
-292
1289
$77.7K ﹤0.01%
1,131
-82
1290
$77.6K ﹤0.01%
5,041
-29
1291
$77.5K ﹤0.01%
650
1292
$77.5K ﹤0.01%
1,427
+378
1293
$77.5K ﹤0.01%
1,488
+97
1294
$77.1K ﹤0.01%
3,460
+1,879
1295
$76.9K ﹤0.01%
1,010
+216
1296
$76.7K ﹤0.01%
2,693
-48
1297
$76.7K ﹤0.01%
782
+20
1298
$76.6K ﹤0.01%
5,160
1299
$76.6K ﹤0.01%
4,822
-56
1300
$76.3K ﹤0.01%
389
+179
50 51
52
53 54