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
751
$264K 0.01%
2,863
+2,528
752
$263K 0.01%
2,596
+192
753
$263K 0.01%
2,174
-126
754
$261K 0.01%
5,261
755
$261K 0.01%
11,191
+1,350
756
$261K 0.01%
3,525
-1,793
757
$260K 0.01%
10,000
758
$259K 0.01%
8,080
759
$259K 0.01%
2,763
760
$259K 0.01%
12,967
+10,549
761
$259K 0.01%
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762
$259K 0.01%
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$259K 0.01%
4,813
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764
$257K 0.01%
8,061
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765
$257K 0.01%
822
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766
$257K 0.01%
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769
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$254K 0.01%
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772
$254K 0.01%
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773
$253K 0.01%
5,573
+282
774
$253K 0.01%
4,410
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775
$252K 0.01%
7,530
+282
29 30
31
32 33