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
1776
$28.9K ﹤0.01%
302
1777
$28.9K ﹤0.01%
1,125
+476
1778
$28.8K ﹤0.01%
+1,395
1779
$28.8K ﹤0.01%
+777
1780
$28.8K ﹤0.01%
552
1781
$28.8K ﹤0.01%
615
+38
1782
$28.8K ﹤0.01%
1,624
+93
1783
$28.7K ﹤0.01%
233
+24
1784
$28.7K ﹤0.01%
665
1785
$28.5K ﹤0.01%
958
+103
1786
$28.4K ﹤0.01%
1,737
1787
$28.4K ﹤0.01%
1,530
+735
1788
$28.3K ﹤0.01%
4,955
-1,567
1789
$28.3K ﹤0.01%
845
1790
$28.2K ﹤0.01%
2,398
+772
1791
$28.1K ﹤0.01%
397
1792
$28.1K ﹤0.01%
389
-11
1793
$28.1K ﹤0.01%
249
-81
1794
$28K ﹤0.01%
149
+26
1795
$28K ﹤0.01%
230
1796
$27.9K ﹤0.01%
435
+41
1797
$27.9K ﹤0.01%
125
+11
1798
$27.6K ﹤0.01%
1,267
1799
$27.6K ﹤0.01%
320
1800
$27.5K ﹤0.01%
232
+158
70 71
72
73 74