PA

Parallel Advisors Portfolio holdings

AUM $5B
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
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
76
$8.89M 0.24%
115,704
-72
77
$8.88M 0.24%
15,836
+406
78
$8.84M 0.24%
94,073
-2,239
79
$8.76M 0.24%
66,070
+13,640
80
$8.64M 0.23%
42,021
-1,512
81
$8.64M 0.23%
485,769
-80,507
82
$8.45M 0.23%
139,153
+2,443
83
$8.44M 0.23%
31,464
+466
84
$8.12M 0.22%
90,211
+5,436
85
$8.11M 0.22%
46,145
-1,821
86
$7.97M 0.22%
124,755
+13,821
87
$7.96M 0.22%
92,013
-759
88
$7.83M 0.21%
40,794
+670
89
$7.74M 0.21%
128,663
+6,425
90
$7.72M 0.21%
58,535
+4,896
91
$7.69M 0.21%
43,940
+594
92
$7.63M 0.21%
69,006
+2,016
93
$7.56M 0.2%
60,169
+3,332
94
$7.53M 0.2%
69,495
+1,689
95
$7.2M 0.2%
61,920
-2,676
96
$7.11M 0.19%
13,557
-780
97
$7.04M 0.19%
116,736
+505
98
$7.02M 0.19%
49,438
-1,396
99
$6.96M 0.19%
38,834
-448
100
$6.86M 0.19%
84,089
+13,184
2 3
4
5 6