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
1376
$64.8K ﹤0.01%
997
+47
1377
$64.7K ﹤0.01%
2,591
+33
1378
$64.5K ﹤0.01%
285
+26
1379
$64.3K ﹤0.01%
719
+151
1380
$63.6K ﹤0.01%
218
+21
1381
$63.5K ﹤0.01%
1,751
+129
1382
$63.4K ﹤0.01%
+4,315
1383
$63.4K ﹤0.01%
1,250
1384
$63.3K ﹤0.01%
580
-191
1385
$63.3K ﹤0.01%
2,757
1386
$63.2K ﹤0.01%
1,954
-316
1387
$63K ﹤0.01%
2,286
+1,216
1388
$63K ﹤0.01%
+1,833
1389
$62.8K ﹤0.01%
35
+25
1390
$62.5K ﹤0.01%
472
+118
1391
$62.5K ﹤0.01%
5,094
1392
$62.5K ﹤0.01%
20,492
+4,305
1393
$62.3K ﹤0.01%
13,846
+5,233
1394
$62.3K ﹤0.01%
1,166
+18
1395
$62.1K ﹤0.01%
3,536
-79
1396
$62K ﹤0.01%
1,448
+9
1397
$61.9K ﹤0.01%
2,947
-35
1398
$61.8K ﹤0.01%
2,404
+7
1399
$61.7K ﹤0.01%
3,720
+377
1400
$61.4K ﹤0.01%
3,072
+53
54 55
56
57 58