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
501
$565K 0.02%
4,625
+1,721
502
$564K 0.02%
2,926
+354
503
$558K 0.02%
15,115
+1,352
504
$554K 0.02%
3,556
-120
505
$554K 0.02%
8,604
+8,129
506
$554K 0.02%
671
+37
507
$554K 0.02%
6,173
+1,093
508
$553K 0.02%
6,116
+1,477
509
$551K 0.01%
4,004
-569
510
$551K 0.01%
5,457
+805
511
$549K 0.01%
6,555
+209
512
$548K 0.01%
5,635
+151
513
$546K 0.01%
10,228
+1,885
514
$545K 0.01%
17,868
+1,736
515
$545K 0.01%
18,019
+1,682
516
$544K 0.01%
5,752
-2,531
517
$542K 0.01%
5,886
+11
518
$540K 0.01%
3,961
+167
519
$539K 0.01%
22,551
-375
520
$538K 0.01%
2,838
+817
521
$536K 0.01%
3,317
+948
522
$536K 0.01%
20,277
+4,548
523
$533K 0.01%
6,097
+345
524
$530K 0.01%
26,112
+75
525
$529K 0.01%
7,138
+241
19 20
21
22 23