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
476
$610K 0.02%
2,418
-112
477
$610K 0.02%
8,317
+462
478
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4,466
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479
$598K 0.02%
25,171
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480
$596K 0.02%
16,013
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481
$595K 0.02%
35,487
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482
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2,789
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483
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26,668
-300
484
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33,294
-8,720
485
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1,352
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486
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186
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487
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4,411
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488
$583K 0.02%
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489
$580K 0.02%
6,814
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490
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493
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494
$576K 0.02%
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495
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5,036
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496
$573K 0.02%
4,132
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497
$571K 0.02%
44,988
+15,869
498
$571K 0.02%
2,676
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499
$567K 0.02%
33,090
+1,440
500
$567K 0.02%
4,477
18 19
20
21 22