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
1501
$49.6K ﹤0.01%
878
+286
1502
$49.4K ﹤0.01%
305
+33
1503
$49.4K ﹤0.01%
1,578
-2,600
1504
$49.4K ﹤0.01%
3,015
-89
1505
$49.3K ﹤0.01%
13,372
-7,441
1506
$49.2K ﹤0.01%
4,302
1507
$49K ﹤0.01%
563
+13
1508
$49K ﹤0.01%
4,318
+259
1509
$48.7K ﹤0.01%
+1,676
1510
$48.6K ﹤0.01%
7,147
+89
1511
$48.5K ﹤0.01%
785
+3
1512
$48.4K ﹤0.01%
1,188
-289
1513
$48.3K ﹤0.01%
15,108
+2,637
1514
$48.2K ﹤0.01%
115
+13
1515
$48.1K ﹤0.01%
1,293
+161
1516
$48K ﹤0.01%
1,394
1517
$47.9K ﹤0.01%
1,118
+18
1518
$47.8K ﹤0.01%
1,933
+999
1519
$47.6K ﹤0.01%
175
+9
1520
$47.6K ﹤0.01%
1,904
+44
1521
$47.4K ﹤0.01%
1,778
+646
1522
$47.3K ﹤0.01%
958
-606
1523
$47.3K ﹤0.01%
2,271
1524
$47.2K ﹤0.01%
444
+127
1525
$47.2K ﹤0.01%
423
+400
59 60
61
62 63