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
1426
$57.6K ﹤0.01%
1,057
-1,554
1427
$57.5K ﹤0.01%
1,261
1428
$57.4K ﹤0.01%
436
+137
1429
$57.3K ﹤0.01%
1,696
+725
1430
$57.3K ﹤0.01%
9,104
-1,722
1431
$57.1K ﹤0.01%
673
+35
1432
$57.1K ﹤0.01%
2,002
-19
1433
$57K ﹤0.01%
2,621
+253
1434
$56.9K ﹤0.01%
9,645
1435
$56.9K ﹤0.01%
245
+20
1436
$56.8K ﹤0.01%
671
-137
1437
$56.8K ﹤0.01%
678
+132
1438
$56.7K ﹤0.01%
1,157
+62
1439
$56.4K ﹤0.01%
1,753
-256
1440
$56.3K ﹤0.01%
536
+3
1441
$56.1K ﹤0.01%
1,583
1442
$56.1K ﹤0.01%
480
1443
$56.1K ﹤0.01%
1,566
-3,457
1444
$56.1K ﹤0.01%
981
-148
1445
$55.9K ﹤0.01%
221
+3
1446
$55.9K ﹤0.01%
467
+60
1447
$55.7K ﹤0.01%
762
+46
1448
$55.7K ﹤0.01%
289
+18
1449
$55.7K ﹤0.01%
1,810
+251
1450
$55.6K ﹤0.01%
3,624
+2,594
56 57
58
59 60