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
801
$236K 0.01%
7,660
-1,052
802
$235K 0.01%
1,980
+116
803
$233K 0.01%
+5,258
804
$233K 0.01%
3,285
+2,043
805
$233K 0.01%
2,680
+142
806
$233K 0.01%
1,687
+151
807
$232K 0.01%
4,320
-1,349
808
$231K 0.01%
3,150
-3,045
809
$228K 0.01%
5,634
+1,215
810
$228K 0.01%
1,247
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811
$226K 0.01%
170
812
$226K 0.01%
1,800
813
$225K 0.01%
1,695
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814
$225K 0.01%
3,765
+563
815
$225K 0.01%
1,007
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816
$223K 0.01%
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817
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818
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1,735
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819
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2,841
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820
$221K 0.01%
1,895
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821
$218K 0.01%
11,650
+1,173
822
$217K 0.01%
3,381
+896
823
$217K 0.01%
18,158
+160
824
$216K 0.01%
2,601
+702
825
$216K 0.01%
4,179
+1,989
31 32
33
34 35