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
1726
$31.4K ﹤0.01%
840
+312
1727
$31.4K ﹤0.01%
820
1728
$31.4K ﹤0.01%
4,554
1729
$31.3K ﹤0.01%
2,092
+417
1730
$31.2K ﹤0.01%
2,026
1731
$31.2K ﹤0.01%
1,208
+1
1732
$31.1K ﹤0.01%
1,973
+99
1733
$31.1K ﹤0.01%
627
1734
$31K ﹤0.01%
290
-7
1735
$31K ﹤0.01%
296
+31
1736
$31K ﹤0.01%
2,071
-2,350
1737
$31K ﹤0.01%
2,594
-40
1738
$31K ﹤0.01%
207
1739
$30.9K ﹤0.01%
453
+42
1740
$30.9K ﹤0.01%
566
1741
$30.9K ﹤0.01%
1,163
+1,062
1742
$30.7K ﹤0.01%
3,196
1743
$30.7K ﹤0.01%
3,813
+2,645
1744
$30.7K ﹤0.01%
435
-145
1745
$30.7K ﹤0.01%
1,133
1746
$30.7K ﹤0.01%
1,644
1747
$30.6K ﹤0.01%
651
+40
1748
$30.5K ﹤0.01%
674
+387
1749
$30.5K ﹤0.01%
360
1750
$30.5K ﹤0.01%
1,200
+1,100
68 69
70
71 72