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
2276
$10.7K ﹤0.01%
1,604
-535
2277
$10.7K ﹤0.01%
319
-391
2278
$10.7K ﹤0.01%
+275
2279
$10.7K ﹤0.01%
600
2280
$10.6K ﹤0.01%
232
-34
2281
$10.6K ﹤0.01%
327
-14
2282
$10.6K ﹤0.01%
899
-758
2283
$10.6K ﹤0.01%
598
2284
$10.6K ﹤0.01%
4,000
2285
$10.5K ﹤0.01%
60
+43
2286
$10.5K ﹤0.01%
137
+36
2287
$10.5K ﹤0.01%
49
+9
2288
$10.5K ﹤0.01%
83
+41
2289
$10.5K ﹤0.01%
101
+88
2290
$10.5K ﹤0.01%
760
2291
$10.5K ﹤0.01%
653
+256
2292
$10.4K ﹤0.01%
416
2293
$10.4K ﹤0.01%
398
-742
2294
$10.4K ﹤0.01%
1,073
+416
2295
$10.4K ﹤0.01%
299
-205
2296
$10.4K ﹤0.01%
6,649
-662
2297
$10.4K ﹤0.01%
154
-67
2298
$10.3K ﹤0.01%
1,884
2299
$10.3K ﹤0.01%
2,016
+683
2300
$10.3K ﹤0.01%
529
-163
90 91
92
93 94