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
651
$352K 0.01%
6,730
+50
652
$352K 0.01%
2,112
+296
653
$351K 0.01%
8,320
-1,473
654
$350K 0.01%
8,899
+1,706
655
$347K 0.01%
5,115
-28
656
$346K 0.01%
31,844
+2,600
657
$345K 0.01%
2,065
+93
658
$344K 0.01%
6,734
+322
659
$340K 0.01%
70,230
+28,519
660
$338K 0.01%
4,111
+704
661
$336K 0.01%
4,888
+915
662
$336K 0.01%
17,377
-2,095
663
$336K 0.01%
1,290
+122
664
$336K 0.01%
1,885
+685
665
$336K 0.01%
4,283
+533
666
$336K 0.01%
18,298
-2,840
667
$335K 0.01%
11,317
-3,236
668
$333K 0.01%
2,529
+1,512
669
$332K 0.01%
7,461
+689
670
$330K 0.01%
1,797
+267
671
$329K 0.01%
4,437
-78
672
$329K 0.01%
10,390
+1,243
673
$329K 0.01%
3,890
-249
674
$328K 0.01%
6,745
+1,214
675
$326K 0.01%
8,321
+1,865
25 26
27
28 29