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
2401
$7.79K ﹤0.01%
512
+3
2402
$7.78K ﹤0.01%
393
+30
2403
$7.78K ﹤0.01%
328
2404
$7.77K ﹤0.01%
1,289
-54
2405
$7.75K ﹤0.01%
206
2406
$7.72K ﹤0.01%
524
2407
$7.67K ﹤0.01%
93
2408
$7.65K ﹤0.01%
616
2409
$7.65K ﹤0.01%
767
-11
2410
$7.63K ﹤0.01%
44
+37
2411
$7.55K ﹤0.01%
75
-63
2412
$7.55K ﹤0.01%
261
2413
$7.54K ﹤0.01%
308
+58
2414
$7.53K ﹤0.01%
319
2415
$7.48K ﹤0.01%
1,746
+1,509
2416
$7.48K ﹤0.01%
115
2417
$7.45K ﹤0.01%
361
-246
2418
$7.44K ﹤0.01%
431
-1,959
2419
$7.4K ﹤0.01%
369
+306
2420
$7.33K ﹤0.01%
185
2421
$7.33K ﹤0.01%
260
2422
$7.32K ﹤0.01%
200
2423
$7.31K ﹤0.01%
1,384
-2,874
2424
$7.28K ﹤0.01%
3,294
2425
$7.21K ﹤0.01%
169
-28
95 96
97
98 99