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
2951
$908 ﹤0.01%
40
2952
$898 ﹤0.01%
9
-33
2953
$894 ﹤0.01%
38
2954
$883 ﹤0.01%
35
-78
2955
$880 ﹤0.01%
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2956
$880 ﹤0.01%
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2957
$878 ﹤0.01%
20
-75
2958
$875 ﹤0.01%
+122
2959
$873 ﹤0.01%
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+1
2960
$873 ﹤0.01%
+58
2961
$870 ﹤0.01%
435
-775
2962
$864 ﹤0.01%
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2963
$860 ﹤0.01%
336
+111
2964
$859 ﹤0.01%
+53
2965
$843 ﹤0.01%
30
2966
$841 ﹤0.01%
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2967
$836 ﹤0.01%
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$830 ﹤0.01%
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2969
$813 ﹤0.01%
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$810 ﹤0.01%
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2971
$808 ﹤0.01%
100
2972
$805 ﹤0.01%
12
2973
$800 ﹤0.01%
40
2974
$798 ﹤0.01%
+43
2975
$790 ﹤0.01%
+4
117 118
119
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