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
1951
$20.8K ﹤0.01%
108
+54
1952
$20.8K ﹤0.01%
593
+33
1953
$20.7K ﹤0.01%
828
1954
$20.6K ﹤0.01%
204
1955
$20.5K ﹤0.01%
420
1956
$20.5K ﹤0.01%
553
1957
$20.5K ﹤0.01%
1,090
-247
1958
$20.5K ﹤0.01%
390
-46
1959
$20.5K ﹤0.01%
2,025
1960
$20.5K ﹤0.01%
510
-518
1961
$20.5K ﹤0.01%
680
1962
$20.4K ﹤0.01%
443
+1
1963
$20.4K ﹤0.01%
124
-34
1964
$20.4K ﹤0.01%
2,448
+1,204
1965
$20.4K ﹤0.01%
350
-30
1966
$20.3K ﹤0.01%
+1,012
1967
$20.3K ﹤0.01%
6,233
+5,218
1968
$20.3K ﹤0.01%
112
-65
1969
$20.3K ﹤0.01%
365
+32
1970
$20.2K ﹤0.01%
447
1971
$20.2K ﹤0.01%
256
-83
1972
$20.2K ﹤0.01%
235
1973
$20.2K ﹤0.01%
300
-34
1974
$20.2K ﹤0.01%
85
1975
$20.2K ﹤0.01%
2,459
+26
77 78
79
80 81