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
276
$1.53M 0.04%
47,678
-3,968
277
$1.5M 0.04%
9,420
+480
278
$1.49M 0.04%
58,965
+6
279
$1.49M 0.04%
18,652
-5,605
280
$1.48M 0.04%
11,329
+1,446
281
$1.46M 0.04%
41,673
-4,118
282
$1.45M 0.04%
17,557
+15,616
283
$1.45M 0.04%
3,025
+19
284
$1.44M 0.04%
13,098
+191
285
$1.43M 0.04%
7,429
-725
286
$1.43M 0.04%
20,478
-4,080
287
$1.42M 0.04%
16,942
-124
288
$1.39M 0.04%
10,433
+225
289
$1.39M 0.04%
4,928
+402
290
$1.39M 0.04%
93,459
291
$1.39M 0.04%
2,569
+271
292
$1.38M 0.04%
24,182
+7,106
293
$1.37M 0.04%
4,326
-207
294
$1.37M 0.04%
27,418
-557
295
$1.34M 0.04%
5,176
+247
296
$1.33M 0.04%
10,141
-1,412
297
$1.33M 0.04%
1,899
+194
298
$1.32M 0.04%
13,570
+870
299
$1.31M 0.04%
9,954
-1,856
300
$1.31M 0.04%
9,218
-40
10 11
12
13 14