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
676
$325K 0.01%
3,410
+31
677
$323K 0.01%
2,067
+158
678
$323K 0.01%
8,198
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680
$322K 0.01%
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681
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1,736
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$320K 0.01%
7,486
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3,126
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684
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32,295
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685
$319K 0.01%
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686
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21,362
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687
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10,437
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688
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689
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3,554
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31,158
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693
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694
$311K 0.01%
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695
$311K 0.01%
4,087
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$309K 0.01%
16,747
697
$307K 0.01%
1,576
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698
$306K 0.01%
2,766
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699
$305K 0.01%
57,526
700
$305K 0.01%
20,069
+89
26 27
28
29 30