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
1626
$38.4K ﹤0.01%
368
+35
1627
$38.3K ﹤0.01%
265
+124
1628
$38.2K ﹤0.01%
2,370
+59
1629
$38.1K ﹤0.01%
116
+10
1630
$38.1K ﹤0.01%
125
+4
1631
$38K ﹤0.01%
4,184
+310
1632
$37.9K ﹤0.01%
2,872
-296
1633
$37.8K ﹤0.01%
968
+2
1634
$37.8K ﹤0.01%
5,683
+3,797
1635
$37.7K ﹤0.01%
625
+8
1636
$37.6K ﹤0.01%
866
+331
1637
$37.5K ﹤0.01%
477
+337
1638
$37.5K ﹤0.01%
935
-15
1639
$37.3K ﹤0.01%
1,173
-13
1640
$37.3K ﹤0.01%
1,550
-45
1641
$37.2K ﹤0.01%
1,398
1642
$37.2K ﹤0.01%
515
+133
1643
$37.1K ﹤0.01%
500
+150
1644
$36.9K ﹤0.01%
1,426
+307
1645
$36.9K ﹤0.01%
3,217
1646
$36.6K ﹤0.01%
2,647
+177
1647
$36.5K ﹤0.01%
528
-106
1648
$36.4K ﹤0.01%
4,395
1649
$36.3K ﹤0.01%
243
+32
1650
$36.2K ﹤0.01%
663
-89
64 65
66
67 68