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
2551
$4.64K ﹤0.01%
+144
2552
$4.63K ﹤0.01%
126
+40
2553
$4.63K ﹤0.01%
189
+17
2554
$4.6K ﹤0.01%
254
-5
2555
$4.55K ﹤0.01%
154
2556
$4.53K ﹤0.01%
630
2557
$4.53K ﹤0.01%
455
2558
$4.51K ﹤0.01%
40
+25
2559
$4.51K ﹤0.01%
1,978
+205
2560
$4.51K ﹤0.01%
73
+20
2561
$4.49K ﹤0.01%
70
-26
2562
$4.48K ﹤0.01%
29
+6
2563
$4.47K ﹤0.01%
78
2564
$4.47K ﹤0.01%
733
+656
2565
$4.42K ﹤0.01%
97
2566
$4.4K ﹤0.01%
198
+153
2567
$4.39K ﹤0.01%
179
-4,000
2568
$4.37K ﹤0.01%
162
2569
$4.35K ﹤0.01%
55
+1
2570
$4.33K ﹤0.01%
150
2571
$4.31K ﹤0.01%
150
+30
2572
$4.3K ﹤0.01%
364
2573
$4.3K ﹤0.01%
177
2574
$4.3K ﹤0.01%
33
2575
$4.29K ﹤0.01%
217
+2
101 102
103
104 105