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
926
$170K ﹤0.01%
14,973
+1,373
927
$170K ﹤0.01%
2,786
928
$170K ﹤0.01%
36,131
+21,459
929
$168K ﹤0.01%
4,224
-795
930
$168K ﹤0.01%
2,865
931
$167K ﹤0.01%
403
+53
932
$167K ﹤0.01%
2,658
-1,175
933
$166K ﹤0.01%
340
+16
934
$165K ﹤0.01%
970
-350
935
$165K ﹤0.01%
3,277
+43
936
$165K ﹤0.01%
3,257
-110
937
$164K ﹤0.01%
7,987
-248
938
$163K ﹤0.01%
1,284
+62
939
$163K ﹤0.01%
1,008
+4
940
$163K ﹤0.01%
5,374
+3,408
941
$163K ﹤0.01%
3,134
+540
942
$162K ﹤0.01%
5,898
+1,225
943
$162K ﹤0.01%
2,982
-379
944
$162K ﹤0.01%
3,012
-573
945
$161K ﹤0.01%
3,054
-1,438
946
$161K ﹤0.01%
1,444
+1
947
$161K ﹤0.01%
7,223
+1,012
948
$160K ﹤0.01%
6,632
-1,248
949
$160K ﹤0.01%
2,240
950
$159K ﹤0.01%
4,075
+1,257
36 37
38
39 40