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
251
$1.81M 0.05%
4,133
+236
252
$1.77M 0.05%
32,556
-2,630
253
$1.75M 0.05%
101,205
+1,664
254
$1.75M 0.05%
29,788
-3,554
255
$1.73M 0.05%
6,385
-101
256
$1.73M 0.05%
7,020
+450
257
$1.73M 0.05%
13,204
+820
258
$1.69M 0.05%
8,173
+605
259
$1.68M 0.05%
35,524
+330
260
$1.68M 0.05%
21,709
-1,065
261
$1.64M 0.04%
15,948
+2,252
262
$1.64M 0.04%
2,952
+99
263
$1.62M 0.04%
9,943
+501
264
$1.62M 0.04%
85,807
+75
265
$1.6M 0.04%
7,937
+882
266
$1.57M 0.04%
33,303
+11,126
267
$1.56M 0.04%
9,660
+922
268
$1.56M 0.04%
60,598
-2,281
269
$1.56M 0.04%
17,580
-487
270
$1.56M 0.04%
15,204
+517
271
$1.56M 0.04%
10,460
-1,221
272
$1.56M 0.04%
3,983
+1,445
273
$1.56M 0.04%
45,351
-200
274
$1.55M 0.04%
14,214
-1,520
275
$1.53M 0.04%
36,340
+4,117
9 10
11
12 13