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
976
$152K ﹤0.01%
5,108
+62
977
$151K ﹤0.01%
1,338
+196
978
$151K ﹤0.01%
6,227
-415
979
$151K ﹤0.01%
6,055
+1,218
980
$151K ﹤0.01%
1,341
+5
981
$150K ﹤0.01%
1,745
-1,934
982
$150K ﹤0.01%
885
+214
983
$150K ﹤0.01%
2,900
+1,032
984
$150K ﹤0.01%
3,830
-3
985
$150K ﹤0.01%
3,470
986
$150K ﹤0.01%
1,330
+62
987
$149K ﹤0.01%
2,662
+89
988
$149K ﹤0.01%
327
-72
989
$149K ﹤0.01%
1,723
+63
990
$149K ﹤0.01%
5,676
+663
991
$147K ﹤0.01%
5,243
992
$146K ﹤0.01%
1,805
+205
993
$146K ﹤0.01%
570
+126
994
$146K ﹤0.01%
5,074
-414
995
$146K ﹤0.01%
5,568
+361
996
$146K ﹤0.01%
2,922
+5
997
$145K ﹤0.01%
14,835
998
$145K ﹤0.01%
2,213
999
$145K ﹤0.01%
3,571
+350
1000
$145K ﹤0.01%
+14,459
38 39
40
41 42