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
401
$845K 0.02%
2,380
+79
402
$842K 0.02%
6,909
+933
403
$841K 0.02%
26,087
-854
404
$804K 0.02%
5,852
+378
405
$803K 0.02%
54,760
+22,190
406
$800K 0.02%
5,100
+1,128
407
$799K 0.02%
2,394
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408
$796K 0.02%
6,070
+95
409
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14,687
-1,366
410
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7,820
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411
$783K 0.02%
21,115
-13
412
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27,875
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413
$771K 0.02%
7,663
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414
$766K 0.02%
19,564
+6,438
415
$744K 0.02%
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416
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417
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36,044
+5,181
418
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5,284
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419
$729K 0.02%
6,895
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420
$729K 0.02%
9,690
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421
$729K 0.02%
5,702
-1,084
422
$727K 0.02%
4,647
+132
423
$725K 0.02%
9,042
+430
424
$723K 0.02%
1,177
+7
425
$717K 0.02%
13,788
-4,877
15 16
17
18 19