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
376
$957K 0.03%
34,858
377
$946K 0.03%
5,508
+104
378
$944K 0.03%
7,621
+256
379
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1,307
-13
380
$940K 0.03%
24,362
+3,392
381
$937K 0.03%
3,488
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382
$937K 0.03%
11,720
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383
$928K 0.03%
4,310
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384
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34,119
-357
385
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4,502
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386
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39,776
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387
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9,199
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4,651
-339
389
$902K 0.02%
14,162
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390
$894K 0.02%
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109,315
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393
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6,983
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394
$878K 0.02%
24,260
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395
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22,320
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396
$869K 0.02%
3,335
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397
$869K 0.02%
65,431
+5,731
398
$865K 0.02%
8,331
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399
$859K 0.02%
19,212
+333
400
$857K 0.02%
5,842
+232
14 15
16
17 18