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
1676
$34.4K ﹤0.01%
360
-75
1677
$34.4K ﹤0.01%
+1,286
1678
$34.4K ﹤0.01%
1,264
-9
1679
$34.4K ﹤0.01%
526
-23
1680
$34.2K ﹤0.01%
795
1681
$34.2K ﹤0.01%
5,972
+2,106
1682
$34.1K ﹤0.01%
2,006
1683
$34.1K ﹤0.01%
548
1684
$34K ﹤0.01%
230
1685
$33.9K ﹤0.01%
293
+60
1686
$33.8K ﹤0.01%
492
-889
1687
$33.8K ﹤0.01%
4,048
+80
1688
$33.7K ﹤0.01%
794
+8
1689
$33.5K ﹤0.01%
1,247
+154
1690
$33.3K ﹤0.01%
933
+750
1691
$33.3K ﹤0.01%
288
+22
1692
$33.2K ﹤0.01%
1,179
+439
1693
$33.2K ﹤0.01%
6,579
+2,192
1694
$33.1K ﹤0.01%
1,500
1695
$33.1K ﹤0.01%
+1,360
1696
$33.1K ﹤0.01%
3,704
+271
1697
$33K ﹤0.01%
443
+90
1698
$32.8K ﹤0.01%
1,522
+122
1699
$32.8K ﹤0.01%
653
+79
1700
$32.7K ﹤0.01%
2,167
-1,871
66 67
68
69 70