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
2126
$15K ﹤0.01%
1,203
+415
2127
$15K ﹤0.01%
238
+132
2128
$15K ﹤0.01%
168
+54
2129
$15K ﹤0.01%
475
-298
2130
$14.9K ﹤0.01%
+320
2131
$14.9K ﹤0.01%
492
2132
$14.9K ﹤0.01%
950
-1,750
2133
$14.9K ﹤0.01%
165
-5
2134
$14.9K ﹤0.01%
1,130
2135
$14.8K ﹤0.01%
195
-731
2136
$14.8K ﹤0.01%
156
-192
2137
$14.8K ﹤0.01%
1,055
2138
$14.7K ﹤0.01%
502
+352
2139
$14.7K ﹤0.01%
962
-40
2140
$14.7K ﹤0.01%
615
-400
2141
$14.7K ﹤0.01%
672
+14
2142
$14.6K ﹤0.01%
2,026
+6
2143
$14.5K ﹤0.01%
1,068
2144
$14.5K ﹤0.01%
1,657
2145
$14.5K ﹤0.01%
66
-44
2146
$14.5K ﹤0.01%
290
2147
$14.4K ﹤0.01%
1,000
2148
$14.4K ﹤0.01%
1,833
2149
$14.4K ﹤0.01%
213
+20
2150
$14.3K ﹤0.01%
512
+88
84 85
86
87 88