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
1401
$61.2K ﹤0.01%
1,780
+9
1402
$61K ﹤0.01%
706
-101
1403
$60.7K ﹤0.01%
7,909
-12,206
1404
$60.7K ﹤0.01%
799
+174
1405
$60.7K ﹤0.01%
+21,376
1406
$60.7K ﹤0.01%
616
+353
1407
$60.6K ﹤0.01%
+2,250
1408
$60.4K ﹤0.01%
346
1409
$60.3K ﹤0.01%
1,770
+12
1410
$59.9K ﹤0.01%
1,358
+17
1411
$59.9K ﹤0.01%
4,360
-4
1412
$59.6K ﹤0.01%
617
+16
1413
$59.1K ﹤0.01%
9,649
+2,286
1414
$59.1K ﹤0.01%
898
+168
1415
$59K ﹤0.01%
1,528
+142
1416
$58.7K ﹤0.01%
1,253
1417
$58.5K ﹤0.01%
340
+103
1418
$58.5K ﹤0.01%
2,299
1419
$58.3K ﹤0.01%
4,501
+265
1420
$58.1K ﹤0.01%
168
-3
1421
$58.1K ﹤0.01%
2,774
+1,161
1422
$58K ﹤0.01%
2,451
+1,669
1423
$58K ﹤0.01%
3,671
+234
1424
$57.7K ﹤0.01%
1,534
-464
1425
$57.7K ﹤0.01%
656
-36
55 56
57
58 59