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
1476
$52.4K ﹤0.01%
2,719
+640
1477
$52.4K ﹤0.01%
4,781
+1,750
1478
$52.4K ﹤0.01%
435
-54
1479
$52.3K ﹤0.01%
6,910
+960
1480
$52.2K ﹤0.01%
620
1481
$51.9K ﹤0.01%
1,730
+586
1482
$51.9K ﹤0.01%
898
+17
1483
$51.6K ﹤0.01%
497
1484
$51.3K ﹤0.01%
43
1485
$51.2K ﹤0.01%
3,466
+1,786
1486
$51.2K ﹤0.01%
+1,600
1487
$50.9K ﹤0.01%
369
+50
1488
$50.9K ﹤0.01%
1,168
-750
1489
$50.8K ﹤0.01%
662
+42
1490
$50.6K ﹤0.01%
743
+391
1491
$50.6K ﹤0.01%
1,693
+671
1492
$50.5K ﹤0.01%
1,020
-161
1493
$50.4K ﹤0.01%
632
+106
1494
$50.3K ﹤0.01%
3,137
-228
1495
$50.2K ﹤0.01%
196
+6
1496
$50.1K ﹤0.01%
185
+19
1497
$50.1K ﹤0.01%
1,621
-76
1498
$50K ﹤0.01%
2,323
+33
1499
$49.8K ﹤0.01%
1,157
+32
1500
$49.8K ﹤0.01%
312
+17
58 59
60
61 62