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
426
$714K 0.02%
9,353
-3,804
427
$712K 0.02%
4,457
+768
428
$702K 0.02%
8,233
-2
429
$701K 0.02%
10,228
+519
430
$700K 0.02%
12,083
-80
431
$693K 0.02%
11,940
-787
432
$693K 0.02%
21,030
+103
433
$685K 0.02%
9,548
+555
434
$683K 0.02%
7,058
+66
435
$682K 0.02%
4,580
+769
436
$680K 0.02%
2,719
+73
437
$675K 0.02%
3,528
+482
438
$675K 0.02%
6,657
+5,213
439
$675K 0.02%
6,730
-2,015
440
$673K 0.02%
29,016
+248
441
$668K 0.02%
2,450
+78
442
$666K 0.02%
3,493
443
$665K 0.02%
18,398
+5,447
444
$664K 0.02%
2,506
-461
445
$661K 0.02%
36,870
+4,510
446
$657K 0.02%
+7,014
447
$654K 0.02%
6,759
-100
448
$651K 0.02%
9,065
-195
449
$651K 0.02%
7,579
+329
450
$651K 0.02%
9,178
+1,206
16 17
18
19 20