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
1076
$124K ﹤0.01%
2,567
+8
1077
$124K ﹤0.01%
3,390
1078
$124K ﹤0.01%
666
+70
1079
$124K ﹤0.01%
1,276
+301
1080
$123K ﹤0.01%
16,033
1081
$122K ﹤0.01%
5,563
1082
$122K ﹤0.01%
1,802
1083
$122K ﹤0.01%
1,993
1084
$122K ﹤0.01%
925
+56
1085
$122K ﹤0.01%
2,663
+836
1086
$121K ﹤0.01%
5,866
+423
1087
$121K ﹤0.01%
6,988
-1,350
1088
$121K ﹤0.01%
4,312
+3,960
1089
$121K ﹤0.01%
4,887
+960
1090
$120K ﹤0.01%
45,527
1091
$120K ﹤0.01%
14,954
-2,138
1092
$119K ﹤0.01%
926
+72
1093
$119K ﹤0.01%
1,945
+434
1094
$118K ﹤0.01%
4,251
1095
$118K ﹤0.01%
1,846
-179
1096
$117K ﹤0.01%
3,441
-579
1097
$116K ﹤0.01%
2,068
-4
1098
$116K ﹤0.01%
2,418
+166
1099
$116K ﹤0.01%
3,142
1100
$116K ﹤0.01%
641
-14
42 43
44
45 46