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
1551
$45.1K ﹤0.01%
1,497
+312
1552
$45.1K ﹤0.01%
783
+166
1553
$45.1K ﹤0.01%
640
1554
$45K ﹤0.01%
1,250
1555
$44.8K ﹤0.01%
720
1556
$44.8K ﹤0.01%
680
-2,048
1557
$44.5K ﹤0.01%
690
+474
1558
$44.3K ﹤0.01%
322
+80
1559
$44.3K ﹤0.01%
1,745
+212
1560
$44.2K ﹤0.01%
504
+30
1561
$44.1K ﹤0.01%
3,935
-568
1562
$44K ﹤0.01%
539
+143
1563
$44K ﹤0.01%
1,000
1564
$43.5K ﹤0.01%
2,002
1565
$43.4K ﹤0.01%
849
+530
1566
$43.4K ﹤0.01%
1,000
-57
1567
$43.2K ﹤0.01%
515
-7
1568
$43.1K ﹤0.01%
1,356
+1,179
1569
$43.1K ﹤0.01%
1,512
+804
1570
$42.9K ﹤0.01%
6,826
+2,018
1571
$42.9K ﹤0.01%
2,322
-212
1572
$42.9K ﹤0.01%
954
1573
$42.7K ﹤0.01%
784
-1
1574
$42.7K ﹤0.01%
1,155
+23
1575
$42.5K ﹤0.01%
5,611
+126
61 62
63
64 65