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
2451
$6.42K ﹤0.01%
178
-22
2452
$6.33K ﹤0.01%
500
2453
$6.32K ﹤0.01%
516
+281
2454
$6.31K ﹤0.01%
+1,072
2455
$6.31K ﹤0.01%
165
2456
$6.29K ﹤0.01%
216
2457
$6.26K ﹤0.01%
844
2458
$6.19K ﹤0.01%
3,869
2459
$6.19K ﹤0.01%
154
-19
2460
$6.17K ﹤0.01%
300
2461
$6.17K ﹤0.01%
82
-18
2462
$6.16K ﹤0.01%
391
2463
$6.16K ﹤0.01%
854
-280
2464
$6.15K ﹤0.01%
91
+35
2465
$6.13K ﹤0.01%
486
2466
$6.13K ﹤0.01%
285
2467
$6.1K ﹤0.01%
259
2468
$6.08K ﹤0.01%
+3,289
2469
$6.08K ﹤0.01%
379
2470
$6.08K ﹤0.01%
222
2471
$6.04K ﹤0.01%
190
2472
$6.04K ﹤0.01%
155
-384
2473
$6.01K ﹤0.01%
35
-7
2474
$5.99K ﹤0.01%
169
-363
2475
$5.98K ﹤0.01%
44
97 98
99
100 101