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
951
$159K ﹤0.01%
775
+21
952
$158K ﹤0.01%
2,726
+10
953
$158K ﹤0.01%
2,164
954
$158K ﹤0.01%
1,807
+130
955
$158K ﹤0.01%
1,925
+40
956
$158K ﹤0.01%
1,523
-450
957
$157K ﹤0.01%
11,773
+78
958
$157K ﹤0.01%
5,587
+255
959
$156K ﹤0.01%
1,252
+200
960
$156K ﹤0.01%
452
+7
961
$155K ﹤0.01%
1,306
-35
962
$155K ﹤0.01%
565
+81
963
$155K ﹤0.01%
1,979
+57
964
$155K ﹤0.01%
2,046
-149
965
$154K ﹤0.01%
2,773
966
$154K ﹤0.01%
895
+113
967
$154K ﹤0.01%
1,421
968
$154K ﹤0.01%
2,039
+156
969
$153K ﹤0.01%
4,917
+473
970
$153K ﹤0.01%
466
+6
971
$153K ﹤0.01%
9,580
-13,500
972
$153K ﹤0.01%
1,935
+1,177
973
$152K ﹤0.01%
13,831
974
$152K ﹤0.01%
1,028
+139
975
$152K ﹤0.01%
13,657
+46
37 38
39
40 41