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
2426
$7.13K ﹤0.01%
187
-36
2427
$7.1K ﹤0.01%
250
+247
2428
$7.08K ﹤0.01%
135
-15
2429
$7.05K ﹤0.01%
37
+1
2430
$7.02K ﹤0.01%
106
2431
$7.02K ﹤0.01%
90
2432
$7K ﹤0.01%
165
2433
$6.9K ﹤0.01%
45
2434
$6.85K ﹤0.01%
165
2435
$6.83K ﹤0.01%
144
+43
2436
$6.77K ﹤0.01%
16
-2
2437
$6.67K ﹤0.01%
131
+65
2438
$6.65K ﹤0.01%
96
+20
2439
$6.63K ﹤0.01%
558
2440
$6.61K ﹤0.01%
+407
2441
$6.61K ﹤0.01%
371
2442
$6.6K ﹤0.01%
414
+277
2443
$6.57K ﹤0.01%
75
2444
$6.56K ﹤0.01%
200
2445
$6.55K ﹤0.01%
286
-34
2446
$6.52K ﹤0.01%
223
-57
2447
$6.49K ﹤0.01%
112
2448
$6.48K ﹤0.01%
751
+105
2449
$6.48K ﹤0.01%
136
2450
$6.43K ﹤0.01%
1,876
-178
96 97
98
99 100