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
1576
$42.5K ﹤0.01%
441
+124
1577
$42.4K ﹤0.01%
1,196
+662
1578
$42.3K ﹤0.01%
1,996
-295
1579
$42.3K ﹤0.01%
425
-82
1580
$42.2K ﹤0.01%
2,096
+410
1581
$42.1K ﹤0.01%
400
1582
$42.1K ﹤0.01%
547
-1
1583
$42K ﹤0.01%
107
+1
1584
$42K ﹤0.01%
2,400
+30
1585
$41.9K ﹤0.01%
257
+13
1586
$41.9K ﹤0.01%
4,655
1587
$41.9K ﹤0.01%
575
+107
1588
$41.7K ﹤0.01%
850
-8
1589
$41.6K ﹤0.01%
1,046
-465
1590
$41.6K ﹤0.01%
220
+14
1591
$41.6K ﹤0.01%
5,695
+1,581
1592
$41.5K ﹤0.01%
242
-88
1593
$41.3K ﹤0.01%
2,340
+155
1594
$41.1K ﹤0.01%
438
+8
1595
$41.1K ﹤0.01%
1,450
-420
1596
$41.1K ﹤0.01%
1,486
+375
1597
$41K ﹤0.01%
112
+69
1598
$40.9K ﹤0.01%
616
+412
1599
$40.9K ﹤0.01%
551
-183
1600
$40.7K ﹤0.01%
362
+25
62 63
64
65 66