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
101
$6.7M 0.18%
62,408
-12
102
$6.58M 0.18%
51,208
+8,823
103
$6.47M 0.18%
19,202
-1,204
104
$6.47M 0.18%
50,062
-668
105
$6.46M 0.18%
58,672
+1,636
106
$6.22M 0.17%
51,436
-777
107
$6.17M 0.17%
36,441
-1,618
108
$6.06M 0.16%
63,399
+6,647
109
$5.94M 0.16%
100,199
-722
110
$5.84M 0.16%
142,272
-3,019
111
$5.7M 0.15%
114,295
+2,090
112
$5.66M 0.15%
290,128
-10,386
113
$5.44M 0.15%
58,334
-7,509
114
$5.37M 0.15%
15,011
-131
115
$5.29M 0.14%
91,943
+1,259
116
$5.22M 0.14%
71,809
-2,067
117
$5.21M 0.14%
16,245
-100
118
$5.14M 0.14%
26,926
+2,223
119
$5.01M 0.14%
53,187
-282
120
$4.99M 0.14%
81,590
+4,708
121
$4.93M 0.13%
18,130
-310
122
$4.92M 0.13%
42,769
+3,750
123
$4.73M 0.13%
158,952
+2,912
124
$4.59M 0.12%
21,827
+3,547
125
$4.57M 0.12%
68,245
+13,072
3 4
5
6 7