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
1826
$26.3K ﹤0.01%
975
-973
1827
$26.3K ﹤0.01%
210
-14
1828
$26.3K ﹤0.01%
667
-830
1829
$26.2K ﹤0.01%
1,293
+807
1830
$26.2K ﹤0.01%
370
1831
$26.2K ﹤0.01%
276
+28
1832
$26.1K ﹤0.01%
2,804
-445
1833
$26K ﹤0.01%
168
+133
1834
$25.9K ﹤0.01%
1,594
+390
1835
$25.9K ﹤0.01%
793
-800
1836
$25.9K ﹤0.01%
1,887
-1,417
1837
$25.9K ﹤0.01%
1,266
-2,488
1838
$25.8K ﹤0.01%
379
+36
1839
$25.8K ﹤0.01%
3,154
-3,224
1840
$25.8K ﹤0.01%
334
+34
1841
$25.8K ﹤0.01%
594
1842
$25.8K ﹤0.01%
354
-35
1843
$25.7K ﹤0.01%
2,426
+1,125
1844
$25.7K ﹤0.01%
1,107
1845
$25.6K ﹤0.01%
159
-45
1846
$25.5K ﹤0.01%
64
1847
$25.4K ﹤0.01%
+991
1848
$25.4K ﹤0.01%
1,100
1849
$25.3K ﹤0.01%
669
1850
$25.2K ﹤0.01%
1,543
+265
72 73
74
75 76