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
2326
$9.6K ﹤0.01%
1,102
-15,250
2327
$9.58K ﹤0.01%
152
+17
2328
$9.57K ﹤0.01%
790
-537
2329
$9.48K ﹤0.01%
159
-139
2330
$9.47K ﹤0.01%
283
+14
2331
$9.35K ﹤0.01%
245
2332
$9.33K ﹤0.01%
75
+28
2333
$9.33K ﹤0.01%
163
+36
2334
$9.31K ﹤0.01%
295
-250
2335
$9.3K ﹤0.01%
140
-18
2336
$9.28K ﹤0.01%
75
-7
2337
$9.28K ﹤0.01%
262
2338
$9.23K ﹤0.01%
253
2339
$9.21K ﹤0.01%
453
+5
2340
$9.17K ﹤0.01%
43
+22
2341
$9.16K ﹤0.01%
721
-43
2342
$9.14K ﹤0.01%
319
-40
2343
$9.12K ﹤0.01%
151
2344
$9.11K ﹤0.01%
4,743
+1,300
2345
$9.1K ﹤0.01%
88
-14
2346
$9.1K ﹤0.01%
300
2347
$9.07K ﹤0.01%
1,170
+53
2348
$9.04K ﹤0.01%
323
-440
2349
$8.98K ﹤0.01%
+580
2350
$8.94K ﹤0.01%
321
-10
92 93
94
95 96