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
1351
$68.1K ﹤0.01%
1,024
+548
1352
$68.1K ﹤0.01%
1,317
+309
1353
$67.6K ﹤0.01%
1,088
-7
1354
$67.2K ﹤0.01%
1,589
-464
1355
$67K ﹤0.01%
1,128
+892
1356
$66.9K ﹤0.01%
321
+188
1357
$66.9K ﹤0.01%
1,645
+1,279
1358
$66.8K ﹤0.01%
518
1359
$66.5K ﹤0.01%
3,066
+44
1360
$66.4K ﹤0.01%
1,970
+711
1361
$66.4K ﹤0.01%
1,652
+734
1362
$66.3K ﹤0.01%
753
-4
1363
$65.8K ﹤0.01%
356
+18
1364
$65.8K ﹤0.01%
1,451
+145
1365
$65.7K ﹤0.01%
3,566
+1,140
1366
$65.7K ﹤0.01%
354
+132
1367
$65.6K ﹤0.01%
153
+26
1368
$65.4K ﹤0.01%
662
1369
$65.3K ﹤0.01%
3,518
+353
1370
$65.1K ﹤0.01%
5,095
+2,043
1371
$65.1K ﹤0.01%
701
-30
1372
$65K ﹤0.01%
747
-16
1373
$65K ﹤0.01%
1,100
1374
$64.9K ﹤0.01%
2,737
+994
1375
$64.8K ﹤0.01%
794
+115
53 54
55
56 57