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
2226
$12K ﹤0.01%
120
+7
2227
$12K ﹤0.01%
609
+209
2228
$12K ﹤0.01%
255
2229
$11.9K ﹤0.01%
160
+17
2230
$11.9K ﹤0.01%
191
2231
$11.9K ﹤0.01%
219
2232
$11.9K ﹤0.01%
652
+3
2233
$11.9K ﹤0.01%
255
+52
2234
$11.8K ﹤0.01%
160
2235
$11.8K ﹤0.01%
306
+202
2236
$11.8K ﹤0.01%
102
2237
$11.7K ﹤0.01%
3,000
-6,000
2238
$11.7K ﹤0.01%
278
2239
$11.7K ﹤0.01%
1,839
2240
$11.6K ﹤0.01%
99
-187
2241
$11.6K ﹤0.01%
+136
2242
$11.5K ﹤0.01%
485
+124
2243
$11.5K ﹤0.01%
51
-144
2244
$11.5K ﹤0.01%
185
2245
$11.5K ﹤0.01%
561
2246
$11.4K ﹤0.01%
+600
2247
$11.3K ﹤0.01%
251
2248
$11.3K ﹤0.01%
131
+29
2249
$11.3K ﹤0.01%
752
-22
2250
$11.3K ﹤0.01%
+835
88 89
90
91 92