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
1801
$27.5K ﹤0.01%
750
+738
1802
$27.4K ﹤0.01%
923
+11
1803
$27.3K ﹤0.01%
1,400
-1,400
1804
$27.3K ﹤0.01%
27,326
1805
$27.3K ﹤0.01%
329
+49
1806
$27.3K ﹤0.01%
247
1807
$27.2K ﹤0.01%
320
-2
1808
$27.1K ﹤0.01%
1,314
+537
1809
$27.1K ﹤0.01%
1,341
+86
1810
$27.1K ﹤0.01%
1,492
1811
$27K ﹤0.01%
943
-308
1812
$27K ﹤0.01%
206
+28
1813
$27K ﹤0.01%
186
1814
$26.9K ﹤0.01%
61
+30
1815
$26.9K ﹤0.01%
529
+19
1816
$26.8K ﹤0.01%
762
+475
1817
$26.8K ﹤0.01%
304
1818
$26.8K ﹤0.01%
599
+240
1819
$26.7K ﹤0.01%
511
1820
$26.7K ﹤0.01%
1,615
1821
$26.5K ﹤0.01%
1,263
-2,440
1822
$26.5K ﹤0.01%
3,855
1823
$26.4K ﹤0.01%
904
+125
1824
$26.4K ﹤0.01%
1,843
+1,505
1825
$26.3K ﹤0.01%
346
71 72
73
74 75