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
351
$1.05M 0.03%
+41,343
352
$1.05M 0.03%
4,185
+798
353
$1.05M 0.03%
7,057
-2
354
$1.05M 0.03%
23,651
-552
355
$1.04M 0.03%
8,465
+279
356
$1.04M 0.03%
6,703
+483
357
$1.04M 0.03%
17,952
+4,304
358
$1.04M 0.03%
31,534
-8,200
359
$1.03M 0.03%
+208,784
360
$1.02M 0.03%
25,363
+457
361
$1.02M 0.03%
38,233
+1,680
362
$1.01M 0.03%
11,612
+11,480
363
$1.01M 0.03%
10,422
+457
364
$1.01M 0.03%
6,536
-845
365
$1.01M 0.03%
24,621
+25
366
$991K 0.03%
15,252
+612
367
$990K 0.03%
8,674
+377
368
$978K 0.03%
28,653
369
$975K 0.03%
67,738
-4
370
$974K 0.03%
7,421
-580
371
$974K 0.03%
2,990
+1,722
372
$970K 0.03%
64,771
373
$969K 0.03%
15,330
+2,806
374
$962K 0.03%
16,553
+310
375
$957K 0.03%
4,906
+1,319
13 14
15
16 17