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
1301
$76.2K ﹤0.01%
+7,378
1302
$76.1K ﹤0.01%
14,664
+5,519
1303
$75.9K ﹤0.01%
1,700
1304
$75.8K ﹤0.01%
1,955
-95
1305
$75.4K ﹤0.01%
1,719
+1,577
1306
$75.3K ﹤0.01%
1,945
+913
1307
$75.1K ﹤0.01%
1,000
-235
1308
$75K ﹤0.01%
991
+29
1309
$74.5K ﹤0.01%
1,792
+286
1310
$74.2K ﹤0.01%
5,575
1311
$73.7K ﹤0.01%
6,540
+224
1312
$73.7K ﹤0.01%
840
+115
1313
$73.6K ﹤0.01%
1,460
+275
1314
$73.6K ﹤0.01%
1,711
+23
1315
$73K ﹤0.01%
884
+311
1316
$72.6K ﹤0.01%
1,552
+1,113
1317
$72.6K ﹤0.01%
6,166
+291
1318
$72.5K ﹤0.01%
2,330
-872
1319
$72.4K ﹤0.01%
13,112
-863
1320
$72.2K ﹤0.01%
1,935
+870
1321
$71.7K ﹤0.01%
759
+87
1322
$71.7K ﹤0.01%
619
1323
$71.5K ﹤0.01%
567
-105
1324
$71.5K ﹤0.01%
1,671
1325
$71.3K ﹤0.01%
3,389
+69
51 52
53
54 55