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
1976
$20.1K ﹤0.01%
88
1977
$20.1K ﹤0.01%
442
+64
1978
$20K ﹤0.01%
5,814
+1,333
1979
$20K ﹤0.01%
99
1980
$19.9K ﹤0.01%
1,050
1981
$19.8K ﹤0.01%
476
+351
1982
$19.8K ﹤0.01%
1,033
1983
$19.8K ﹤0.01%
731
+96
1984
$19.8K ﹤0.01%
1,764
-100
1985
$19.8K ﹤0.01%
1,138
+76
1986
$19.8K ﹤0.01%
461
+375
1987
$19.7K ﹤0.01%
497
+469
1988
$19.7K ﹤0.01%
750
+36
1989
$19.6K ﹤0.01%
+400
1990
$19.6K ﹤0.01%
350
1991
$19.6K ﹤0.01%
286
1992
$19.6K ﹤0.01%
262
+120
1993
$19.6K ﹤0.01%
380
1994
$19.5K ﹤0.01%
136
+9
1995
$19.5K ﹤0.01%
392
-889
1996
$19.5K ﹤0.01%
518
-65
1997
$19.5K ﹤0.01%
388
+53
1998
$19.5K ﹤0.01%
351
+34
1999
$19.4K ﹤0.01%
438
+47
2000
$19.4K ﹤0.01%
421
+1
78 79
80
81 82