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
1751
$30.4K ﹤0.01%
58
-1
1752
$30.3K ﹤0.01%
+1,027
1753
$30.3K ﹤0.01%
586
-34
1754
$30.2K ﹤0.01%
623
+25
1755
$30.1K ﹤0.01%
496
+21
1756
$30.1K ﹤0.01%
397
1757
$30.1K ﹤0.01%
124
1758
$30.1K ﹤0.01%
746
+612
1759
$30K ﹤0.01%
10,650
+3,550
1760
$29.9K ﹤0.01%
425
-525
1761
$29.8K ﹤0.01%
776
+12
1762
$29.8K ﹤0.01%
500
1763
$29.8K ﹤0.01%
3,813
+1,227
1764
$29.8K ﹤0.01%
529
+2
1765
$29.8K ﹤0.01%
504
-92
1766
$29.5K ﹤0.01%
5,510
-5,370
1767
$29.4K ﹤0.01%
514
+14
1768
$29.4K ﹤0.01%
1,675
-38
1769
$29.2K ﹤0.01%
2,437
+609
1770
$29.2K ﹤0.01%
1,253
+83
1771
$29.2K ﹤0.01%
286
+68
1772
$29.2K ﹤0.01%
264
+1
1773
$29.2K ﹤0.01%
237
+18
1774
$29.2K ﹤0.01%
953
-759
1775
$29.1K ﹤0.01%
529
+259
69 70
71
72 73