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
576
$442K 0.01%
1,517
+119
577
$440K 0.01%
6,835
+74
578
$437K 0.01%
+10,809
579
$437K 0.01%
20,378
+2,196
580
$433K 0.01%
11,644
+1,431
581
$432K 0.01%
2,724
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582
$429K 0.01%
2,419
+170
583
$427K 0.01%
2,333
+244
584
$426K 0.01%
1,952
+95
585
$425K 0.01%
11,464
+3,551
586
$422K 0.01%
1,046
+78
587
$422K 0.01%
16,301
588
$421K 0.01%
6,500
+739
589
$421K 0.01%
2,220
-694
590
$420K 0.01%
2,561
+1,272
591
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1,695
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9,138
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593
$416K 0.01%
3,823
-78
594
$413K 0.01%
4,525
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595
$412K 0.01%
9,511
-1,436
596
$411K 0.01%
9,085
-29
597
$406K 0.01%
2,431
+28
598
$405K 0.01%
12,492
+2,062
599
$405K 0.01%
12,762
-485
600
$400K 0.01%
8,356
+81
22 23
24
25 26