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
2201
$12.7K ﹤0.01%
207
-25
2202
$12.7K ﹤0.01%
386
+228
2203
$12.7K ﹤0.01%
243
-180
2204
$12.7K ﹤0.01%
481
+123
2205
$12.7K ﹤0.01%
264
-1
2206
$12.6K ﹤0.01%
827
+157
2207
$12.6K ﹤0.01%
1,450
-560
2208
$12.6K ﹤0.01%
539
2209
$12.6K ﹤0.01%
246
-37
2210
$12.5K ﹤0.01%
227
-14
2211
$12.5K ﹤0.01%
414
-9
2212
$12.4K ﹤0.01%
2,634
-171
2213
$12.4K ﹤0.01%
864
2214
$12.3K ﹤0.01%
358
+218
2215
$12.3K ﹤0.01%
1,749
-17
2216
$12.2K ﹤0.01%
442
-610
2217
$12.2K ﹤0.01%
10
2218
$12.2K ﹤0.01%
433
+9
2219
$12.1K ﹤0.01%
105
2220
$12.1K ﹤0.01%
482
-521
2221
$12.1K ﹤0.01%
926
+1
2222
$12.1K ﹤0.01%
70
-5
2223
$12.1K ﹤0.01%
328
-203
2224
$12K ﹤0.01%
336
-3
2225
$12K ﹤0.01%
412
-136
87 88
89
90 91