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
1451
$55.6K ﹤0.01%
4,193
-968
1452
$55.5K ﹤0.01%
1,253
+42
1453
$55.2K ﹤0.01%
1,210
-1,262
1454
$54.9K ﹤0.01%
182
+21
1455
$54.8K ﹤0.01%
3,917
-401
1456
$54.5K ﹤0.01%
8,769
-283
1457
$54.4K ﹤0.01%
1,244
+354
1458
$54.3K ﹤0.01%
402
1459
$54.2K ﹤0.01%
1,898
-390
1460
$53.9K ﹤0.01%
353
+61
1461
$53.8K ﹤0.01%
742
+28
1462
$53.7K ﹤0.01%
992
+388
1463
$53.7K ﹤0.01%
477
+16
1464
$53.6K ﹤0.01%
417
+70
1465
$53.5K ﹤0.01%
17,091
+3,194
1466
$53.3K ﹤0.01%
3,020
-2,990
1467
$53.2K ﹤0.01%
431
1468
$53.2K ﹤0.01%
752
1469
$53K ﹤0.01%
1,300
-63
1470
$53K ﹤0.01%
1,615
+667
1471
$52.8K ﹤0.01%
176
1472
$52.6K ﹤0.01%
+1,550
1473
$52.5K ﹤0.01%
698
+142
1474
$52.5K ﹤0.01%
892
+118
1475
$52.4K ﹤0.01%
368
+5
57 58
59
60 61