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
1851
$25.2K ﹤0.01%
3,753
+233
1852
$25.1K ﹤0.01%
+857
1853
$25.1K ﹤0.01%
401
+355
1854
$25.1K ﹤0.01%
1,556
+491
1855
$25K ﹤0.01%
1,013
+750
1856
$25K ﹤0.01%
416
1857
$25K ﹤0.01%
844
-257
1858
$25K ﹤0.01%
1,800
+650
1859
$25K ﹤0.01%
251
+97
1860
$24.9K ﹤0.01%
958
+515
1861
$24.9K ﹤0.01%
1,082
-18
1862
$24.8K ﹤0.01%
135
-53
1863
$24.8K ﹤0.01%
572
+7
1864
$24.8K ﹤0.01%
751
-663
1865
$24.7K ﹤0.01%
198
+66
1866
$24.7K ﹤0.01%
258
-1
1867
$24.6K ﹤0.01%
16,522
1868
$24.6K ﹤0.01%
282
+3
1869
$24.6K ﹤0.01%
418
-25
1870
$24.5K ﹤0.01%
645
+28
1871
$24.5K ﹤0.01%
124
+13
1872
$24.4K ﹤0.01%
704
-63
1873
$24.4K ﹤0.01%
779
-166
1874
$24.2K ﹤0.01%
391
+1
1875
$24.1K ﹤0.01%
553
73 74
75
76 77