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
726
$284K 0.01%
15,125
+426
727
$283K 0.01%
+4,963
728
$281K 0.01%
23,742
+9,631
729
$280K 0.01%
8,448
+261
730
$280K 0.01%
738
-2
731
$279K 0.01%
8,300
-2,550
732
$279K 0.01%
4,620
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733
$278K 0.01%
3,175
+81
734
$277K 0.01%
9,780
-312
735
$276K 0.01%
2,959
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736
$276K 0.01%
2,915
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737
$274K 0.01%
7,708
+1,684
738
$274K 0.01%
2,639
+2,464
739
$274K 0.01%
1,384
+282
740
$272K 0.01%
465
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741
$272K 0.01%
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742
$271K 0.01%
2,769
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743
$270K 0.01%
10,562
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744
$269K 0.01%
2,314
+468
745
$268K 0.01%
9,981
-50
746
$268K 0.01%
5,644
+578
747
$267K 0.01%
1,948
-2,670
748
$266K 0.01%
8,524
749
$265K 0.01%
2,301
+111
750
$265K 0.01%
10,000
28 29
30
31 32