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
1876
$24.1K ﹤0.01%
246
+29
1877
$24.1K ﹤0.01%
565
-139
1878
$24K ﹤0.01%
1,319
+550
1879
$24K ﹤0.01%
529
-512
1880
$24K ﹤0.01%
717
1881
$24K ﹤0.01%
850
1882
$24K ﹤0.01%
798
+107
1883
$24K ﹤0.01%
335
-13
1884
$24K ﹤0.01%
758
+83
1885
$23.9K ﹤0.01%
390
-92
1886
$23.8K ﹤0.01%
59
+1
1887
$23.8K ﹤0.01%
1,340
+1
1888
$23.7K ﹤0.01%
1,183
+37
1889
$23.7K ﹤0.01%
480
1890
$23.6K ﹤0.01%
48
1891
$23.6K ﹤0.01%
668
-73
1892
$23.6K ﹤0.01%
156
1893
$23.5K ﹤0.01%
1,282
-34
1894
$23.5K ﹤0.01%
335
+3
1895
$23.4K ﹤0.01%
593
1896
$23.3K ﹤0.01%
538
1897
$23.2K ﹤0.01%
205
+14
1898
$23.1K ﹤0.01%
579
+79
1899
$23K ﹤0.01%
4,288
+4,038
1900
$23K ﹤0.01%
1,000
74 75
76
77 78