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
701
$305K 0.01%
1,773
+48
702
$305K 0.01%
759
+49
703
$305K 0.01%
1,529
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704
$302K 0.01%
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705
$302K 0.01%
992
706
$302K 0.01%
4,113
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707
$302K 0.01%
3,232
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2,981
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$298K 0.01%
13,175
-5,791
710
$297K 0.01%
8,280
+2,278
711
$297K 0.01%
1,902
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712
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2,129
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713
$295K 0.01%
5,314
714
$295K 0.01%
2,166
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715
$295K 0.01%
5,224
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716
$294K 0.01%
6,481
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$293K 0.01%
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718
$292K 0.01%
20,752
+3,507
719
$291K 0.01%
5,841
720
$291K 0.01%
610
+42
721
$289K 0.01%
1,500
+149
722
$286K 0.01%
17,356
+1,941
723
$286K 0.01%
22,733
+2,985
724
$285K 0.01%
2,715
+392
725
$285K 0.01%
10,211
+1,061
27 28
29
30 31