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
2076
$16.6K ﹤0.01%
2,642
2077
$16.6K ﹤0.01%
914
2078
$16.5K ﹤0.01%
776
-33
2079
$16.5K ﹤0.01%
350
2080
$16.5K ﹤0.01%
173
+2
2081
$16.5K ﹤0.01%
550
-650
2082
$16.5K ﹤0.01%
2,033
-76
2083
$16.5K ﹤0.01%
480
-6
2084
$16.5K ﹤0.01%
349
+50
2085
$16.5K ﹤0.01%
216
+64
2086
$16.4K ﹤0.01%
+1,400
2087
$16.3K ﹤0.01%
2,335
+33
2088
$16.3K ﹤0.01%
504
+20
2089
$16.2K ﹤0.01%
300
2090
$16.2K ﹤0.01%
1,218
2091
$16.2K ﹤0.01%
+5,990
2092
$16.2K ﹤0.01%
121
2093
$16.2K ﹤0.01%
447
+2
2094
$16.2K ﹤0.01%
+197
2095
$16.1K ﹤0.01%
1,300
+400
2096
$16.1K ﹤0.01%
237
+81
2097
$16K ﹤0.01%
193
+70
2098
$16K ﹤0.01%
149
+37
2099
$16K ﹤0.01%
894
-81
2100
$16K ﹤0.01%
187
+6
82 83
84
85 86