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
1651
$36.2K ﹤0.01%
679
-16
1652
$36.2K ﹤0.01%
1,278
1653
$36.2K ﹤0.01%
1,729
+568
1654
$36.2K ﹤0.01%
670
+41
1655
$36.1K ﹤0.01%
2,072
+128
1656
$36.1K ﹤0.01%
809
+59
1657
$36K ﹤0.01%
1,862
-215
1658
$36K ﹤0.01%
1,309
+98
1659
$36K ﹤0.01%
845
-985
1660
$35.9K ﹤0.01%
175
-26
1661
$35.9K ﹤0.01%
857
1662
$35.7K ﹤0.01%
512
1663
$35.7K ﹤0.01%
180
+13
1664
$35.7K ﹤0.01%
361
+29
1665
$35.7K ﹤0.01%
450
1666
$35.5K ﹤0.01%
2,312
-2,717
1667
$35.5K ﹤0.01%
140
+76
1668
$35.4K ﹤0.01%
593
-106
1669
$35.3K ﹤0.01%
1,588
+250
1670
$35.1K ﹤0.01%
4,543
+28
1671
$34.9K ﹤0.01%
1,331
+13
1672
$34.8K ﹤0.01%
429
+285
1673
$34.7K ﹤0.01%
1,291
+1,069
1674
$34.6K ﹤0.01%
2,359
1675
$34.5K ﹤0.01%
453
-1,360
65 66
67
68 69