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
2351
$8.94K ﹤0.01%
2,000
2352
$8.92K ﹤0.01%
189
+56
2353
$8.91K ﹤0.01%
485
-638
2354
$8.9K ﹤0.01%
46
+13
2355
$8.88K ﹤0.01%
328
+206
2356
$8.87K ﹤0.01%
+229
2357
$8.85K ﹤0.01%
128
-28
2358
$8.8K ﹤0.01%
250
2359
$8.78K ﹤0.01%
181
-30
2360
$8.75K ﹤0.01%
765
2361
$8.72K ﹤0.01%
1,344
-385
2362
$8.7K ﹤0.01%
1,099
-1,674
2363
$8.68K ﹤0.01%
439
2364
$8.67K ﹤0.01%
64,166
2365
$8.65K ﹤0.01%
131
-25
2366
$8.62K ﹤0.01%
851
2367
$8.6K ﹤0.01%
371
-165
2368
$8.59K ﹤0.01%
73
-82
2369
$8.59K ﹤0.01%
977
2370
$8.54K ﹤0.01%
416
+333
2371
$8.52K ﹤0.01%
223
2372
$8.49K ﹤0.01%
128
+120
2373
$8.47K ﹤0.01%
55
+48
2374
$8.46K ﹤0.01%
127
2375
$8.45K ﹤0.01%
244
-49
93 94
95
96 97