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
1926
$22K ﹤0.01%
107
+17
1927
$21.9K ﹤0.01%
216
1928
$21.9K ﹤0.01%
1,123
1929
$21.8K ﹤0.01%
186
-106
1930
$21.8K ﹤0.01%
4,078
+4,007
1931
$21.7K ﹤0.01%
415
-3,001
1932
$21.7K ﹤0.01%
268
+191
1933
$21.7K ﹤0.01%
176
-178
1934
$21.6K ﹤0.01%
202
+5
1935
$21.6K ﹤0.01%
526
+247
1936
$21.6K ﹤0.01%
207
+23
1937
$21.5K ﹤0.01%
1,376
+1,109
1938
$21.5K ﹤0.01%
1,675
+213
1939
$21.5K ﹤0.01%
500
+50
1940
$21.4K ﹤0.01%
185
-38
1941
$21.3K ﹤0.01%
813
+56
1942
$21.2K ﹤0.01%
1,336
+246
1943
$21.2K ﹤0.01%
64
+1
1944
$21.2K ﹤0.01%
205
1945
$21.1K ﹤0.01%
498
-743
1946
$21K ﹤0.01%
+1,119
1947
$20.9K ﹤0.01%
334
-27
1948
$20.9K ﹤0.01%
336
-3
1949
$20.9K ﹤0.01%
285
1950
$20.8K ﹤0.01%
1,235
-77
76 77
78
79 80