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
1526
$47K ﹤0.01%
1,082
+200
1527
$46.9K ﹤0.01%
2,000
1528
$46.9K ﹤0.01%
7,417
+3,070
1529
$46.9K ﹤0.01%
558
+3
1530
$46.8K ﹤0.01%
446
+17
1531
$46.7K ﹤0.01%
2,372
+612
1532
$46.5K ﹤0.01%
703
-133
1533
$46.4K ﹤0.01%
460
+410
1534
$46.4K ﹤0.01%
138
-61
1535
$46.3K ﹤0.01%
590
1536
$46.1K ﹤0.01%
299
-1
1537
$46.1K ﹤0.01%
973
+32
1538
$46K ﹤0.01%
1,790
-23
1539
$46K ﹤0.01%
313
-132
1540
$45.8K ﹤0.01%
715
-146
1541
$45.7K ﹤0.01%
2,307
+624
1542
$45.7K ﹤0.01%
274
-76
1543
$45.7K ﹤0.01%
725
1544
$45.5K ﹤0.01%
+5,571
1545
$45.4K ﹤0.01%
316
+30
1546
$45.4K ﹤0.01%
534
+199
1547
$45.4K ﹤0.01%
1,648
+9
1548
$45.3K ﹤0.01%
1,006
+2
1549
$45.2K ﹤0.01%
142
+28
1550
$45.1K ﹤0.01%
1,215
-3
60 61
62
63 64