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
2301
$10.2K ﹤0.01%
227
-22
2302
$10.2K ﹤0.01%
144
-152
2303
$10.2K ﹤0.01%
518
2304
$10.2K ﹤0.01%
119
2305
$10.2K ﹤0.01%
+350
2306
$10.2K ﹤0.01%
615
2307
$10.1K ﹤0.01%
618
2308
$10.1K ﹤0.01%
540
+80
2309
$10.1K ﹤0.01%
267
+59
2310
$10.1K ﹤0.01%
100
-64
2311
$10K ﹤0.01%
44
-124
2312
$10K ﹤0.01%
1,298
2313
$10K ﹤0.01%
1,681
2314
$9.95K ﹤0.01%
112
-380
2315
$9.88K ﹤0.01%
365
+34
2316
$9.87K ﹤0.01%
+249
2317
$9.84K ﹤0.01%
1,440
2318
$9.84K ﹤0.01%
460
-424
2319
$9.8K ﹤0.01%
400
2320
$9.79K ﹤0.01%
+184
2321
$9.71K ﹤0.01%
335
+106
2322
$9.64K ﹤0.01%
454
2323
$9.62K ﹤0.01%
229
+180
2324
$9.62K ﹤0.01%
130
2325
$9.62K ﹤0.01%
661
+32
91 92
93
94 95