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
1326
$71.2K ﹤0.01%
1,788
+1,652
1327
$71K ﹤0.01%
895
+249
1328
$70.7K ﹤0.01%
4,250
+75
1329
$70.7K ﹤0.01%
1,482
+432
1330
$70.7K ﹤0.01%
9,735
-85
1331
$70.4K ﹤0.01%
1,365
+1,290
1332
$70.3K ﹤0.01%
525
1333
$70.3K ﹤0.01%
1,262
1334
$70K ﹤0.01%
765
+195
1335
$69.9K ﹤0.01%
+420
1336
$69.5K ﹤0.01%
384
+18
1337
$69.3K ﹤0.01%
934
+198
1338
$69.2K ﹤0.01%
694
+40
1339
$69.2K ﹤0.01%
540
+4
1340
$69.1K ﹤0.01%
7,767
+649
1341
$68.9K ﹤0.01%
1,545
1342
$68.8K ﹤0.01%
2,474
1343
$68.7K ﹤0.01%
1,860
-20
1344
$68.7K ﹤0.01%
7,533
1345
$68.7K ﹤0.01%
2,500
+500
1346
$68.5K ﹤0.01%
1,788
-455
1347
$68.4K ﹤0.01%
1,348
1348
$68.2K ﹤0.01%
719
1349
$68.2K ﹤0.01%
3,712
+270
1350
$68.2K ﹤0.01%
23,838
+7,277
52 53
54
55 56