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
2176
$13.3K ﹤0.01%
774
+42
2177
$13.3K ﹤0.01%
268
2178
$13.3K ﹤0.01%
85
2179
$13.2K ﹤0.01%
840
2180
$13.2K ﹤0.01%
273
+11
2181
$13.2K ﹤0.01%
1,000
2182
$13.2K ﹤0.01%
567
2183
$13.2K ﹤0.01%
500
2184
$13.1K ﹤0.01%
103
+20
2185
$13.1K ﹤0.01%
167
+106
2186
$13.1K ﹤0.01%
1,956
-37
2187
$13.1K ﹤0.01%
265
+119
2188
$13.1K ﹤0.01%
375
2189
$13K ﹤0.01%
174
-36
2190
$13K ﹤0.01%
225
2191
$12.9K ﹤0.01%
637
2192
$12.9K ﹤0.01%
932
+872
2193
$12.9K ﹤0.01%
192
2194
$12.9K ﹤0.01%
354
-487
2195
$12.8K ﹤0.01%
182
+1
2196
$12.8K ﹤0.01%
140
+61
2197
$12.8K ﹤0.01%
324
+27
2198
$12.8K ﹤0.01%
530
2199
$12.7K ﹤0.01%
248
-19
2200
$12.7K ﹤0.01%
334
+194
86 87
88
89 90