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
1701
$32.7K ﹤0.01%
9,242
+2,115
1702
$32.7K ﹤0.01%
336
-3
1703
$32.6K ﹤0.01%
1,494
-339
1704
$32.6K ﹤0.01%
139
+12
1705
$32.6K ﹤0.01%
+500
1706
$32.6K ﹤0.01%
527
-101
1707
$32.5K ﹤0.01%
1,597
1708
$32.4K ﹤0.01%
790
+229
1709
$32.4K ﹤0.01%
1,291
+199
1710
$32.1K ﹤0.01%
414
+140
1711
$32.1K ﹤0.01%
908
+353
1712
$32.1K ﹤0.01%
611
+578
1713
$32K ﹤0.01%
167
-4
1714
$32K ﹤0.01%
193
+1
1715
$31.9K ﹤0.01%
347
+27
1716
$31.8K ﹤0.01%
3,712
+3,570
1717
$31.8K ﹤0.01%
1,652
+553
1718
$31.8K ﹤0.01%
2,294
+50
1719
$31.8K ﹤0.01%
899
+275
1720
$31.8K ﹤0.01%
334
+279
1721
$31.7K ﹤0.01%
260
+41
1722
$31.7K ﹤0.01%
2,883
+380
1723
$31.6K ﹤0.01%
1,495
+1,156
1724
$31.6K ﹤0.01%
1,347
+141
1725
$31.6K ﹤0.01%
416
+155
67 68
69
70 71