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
1901
$23K ﹤0.01%
471
1902
$22.9K ﹤0.01%
884
-544
1903
$22.9K ﹤0.01%
445
-34
1904
$22.9K ﹤0.01%
593
-380
1905
$22.9K ﹤0.01%
918
+5
1906
$22.9K ﹤0.01%
1,605
+1,584
1907
$22.8K ﹤0.01%
1,184
1908
$22.8K ﹤0.01%
750
1909
$22.7K ﹤0.01%
1,283
1910
$22.7K ﹤0.01%
376
-7
1911
$22.7K ﹤0.01%
572
+315
1912
$22.6K ﹤0.01%
713
-228
1913
$22.6K ﹤0.01%
249
+63
1914
$22.4K ﹤0.01%
11,814
+4,683
1915
$22.4K ﹤0.01%
1,317
1916
$22.4K ﹤0.01%
512
-247
1917
$22.2K ﹤0.01%
155
+8
1918
$22.2K ﹤0.01%
235
-17
1919
$22.2K ﹤0.01%
+461
1920
$22.2K ﹤0.01%
83
1921
$22.2K ﹤0.01%
2,000
-1,500
1922
$22.1K ﹤0.01%
703
1923
$22.1K ﹤0.01%
984
+98
1924
$22K ﹤0.01%
524
-192
1925
$22K ﹤0.01%
450
75 76
77
78 79