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
1251
$84K ﹤0.01%
387
1252
$84K ﹤0.01%
2,605
+159
1253
$83.8K ﹤0.01%
900
1254
$83.2K ﹤0.01%
1,276
-416
1255
$83K ﹤0.01%
7,214
+2
1256
$83K ﹤0.01%
2,906
1257
$82.9K ﹤0.01%
4,398
-208
1258
$82.7K ﹤0.01%
459
+51
1259
$82.6K ﹤0.01%
9,464
+1,716
1260
$82.4K ﹤0.01%
11,977
-542
1261
$82.3K ﹤0.01%
1,182
+48
1262
$82.3K ﹤0.01%
972
+133
1263
$82.1K ﹤0.01%
860
-493
1264
$82.1K ﹤0.01%
2,645
-2,530
1265
$82.1K ﹤0.01%
1,613
+2
1266
$82K ﹤0.01%
3,000
1267
$82K ﹤0.01%
960
+95
1268
$81.9K ﹤0.01%
257
+36
1269
$81.8K ﹤0.01%
685
-14
1270
$81.7K ﹤0.01%
2,504
-2,750
1271
$80.9K ﹤0.01%
625
+17
1272
$80.9K ﹤0.01%
2,365
1273
$80.4K ﹤0.01%
3,536
+283
1274
$80.2K ﹤0.01%
825
+246
1275
$79.5K ﹤0.01%
570
49 50
51
52 53