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
451
$650K 0.02%
7,163
-812
452
$650K 0.02%
11,272
+2,619
453
$649K 0.02%
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454
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455
$646K 0.02%
224,732
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456
$641K 0.02%
239,000
-239,000
457
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2,914
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458
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2,416
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459
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460
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461
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17,076
+1,363
462
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7,343
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463
$632K 0.02%
8,068
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464
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8,709
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465
$628K 0.02%
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466
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468
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16,594
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469
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2,357
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471
$616K 0.02%
6,771
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472
$614K 0.02%
52,153
+11,192
473
$612K 0.02%
19,924
+43
474
$612K 0.02%
3,583
+472
475
$611K 0.02%
4,244
+1,495
17 18
19
20 21