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
776
$252K 0.01%
10,608
777
$250K 0.01%
4,979
-7,992
778
$249K 0.01%
2,627
+75
779
$249K 0.01%
718
+55
780
$248K 0.01%
1,105
+14
781
$247K 0.01%
6,580
+1,725
782
$247K 0.01%
2,087
+1,000
783
$247K 0.01%
1,694
+162
784
$246K 0.01%
6,863
-808
785
$246K 0.01%
3,477
-98
786
$246K 0.01%
9,716
+4,216
787
$245K 0.01%
3,890
+123
788
$245K 0.01%
3,003
+447
789
$243K 0.01%
4,523
-76
790
$242K 0.01%
3,294
-86
791
$240K 0.01%
1,855
-24
792
$240K 0.01%
54,767
-1,307
793
$239K 0.01%
1,138
-76
794
$239K 0.01%
2,974
+95
795
$238K 0.01%
4,960
+158
796
$237K 0.01%
1,985
797
$237K 0.01%
5,542
-31
798
$237K 0.01%
1,565
-175
799
$236K 0.01%
4,978
+274
800
$236K 0.01%
2,340
+1,640
30 31
32
33 34