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
2051
$17.4K ﹤0.01%
335
2052
$17.4K ﹤0.01%
610
-70
2053
$17.1K ﹤0.01%
181
-17
2054
$17.1K ﹤0.01%
171
2055
$17.1K ﹤0.01%
132
+24
2056
$17.1K ﹤0.01%
227
+20
2057
$17.1K ﹤0.01%
2,090
-902
2058
$17.1K ﹤0.01%
7,451
2059
$17K ﹤0.01%
684
-558
2060
$17K ﹤0.01%
+2,100
2061
$17K ﹤0.01%
1,079
+1,016
2062
$17K ﹤0.01%
593
+47
2063
$16.9K ﹤0.01%
288
+15
2064
$16.9K ﹤0.01%
309
-5
2065
$16.9K ﹤0.01%
515
-16
2066
$16.9K ﹤0.01%
+1,450
2067
$16.9K ﹤0.01%
2,154
+2,000
2068
$16.8K ﹤0.01%
683
2069
$16.8K ﹤0.01%
2,484
-7,809
2070
$16.7K ﹤0.01%
254
2071
$16.6K ﹤0.01%
3,862
2072
$16.6K ﹤0.01%
803
+249
2073
$16.6K ﹤0.01%
438
+117
2074
$16.6K ﹤0.01%
1,000
2075
$16.6K ﹤0.01%
441