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
2101
$15.9K ﹤0.01%
172
2102
$15.9K ﹤0.01%
94
+17
2103
$15.8K ﹤0.01%
1,930
+1,889
2104
$15.8K ﹤0.01%
369
-24
2105
$15.8K ﹤0.01%
1,984
-128
2106
$15.8K ﹤0.01%
2,119
-1,473
2107
$15.8K ﹤0.01%
+700
2108
$15.8K ﹤0.01%
410
+68
2109
$15.7K ﹤0.01%
1,554
-450
2110
$15.7K ﹤0.01%
219
2111
$15.6K ﹤0.01%
377
+6
2112
$15.6K ﹤0.01%
919
+38
2113
$15.6K ﹤0.01%
900
-300
2114
$15.5K ﹤0.01%
365
+1
2115
$15.5K ﹤0.01%
687
+20
2116
$15.4K ﹤0.01%
307
+276
2117
$15.3K ﹤0.01%
+311
2118
$15.3K ﹤0.01%
620
+300
2119
$15.3K ﹤0.01%
484
+184
2120
$15.3K ﹤0.01%
1,102
2121
$15.2K ﹤0.01%
+348
2122
$15.1K ﹤0.01%
562
-30
2123
$15K ﹤0.01%
141
+8
2124
$15K ﹤0.01%
162
+12
2125
$15K ﹤0.01%
2,211
+5
83 84
85
86 87