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
2001
$19.3K ﹤0.01%
1,901
2002
$19.2K ﹤0.01%
997
2003
$19.2K ﹤0.01%
2,468
+287
2004
$19.2K ﹤0.01%
53
2005
$19.2K ﹤0.01%
1,061
+1,000
2006
$19.1K ﹤0.01%
+1,450
2007
$19.1K ﹤0.01%
2,984
+376
2008
$19.1K ﹤0.01%
4,867
+76
2009
$19K ﹤0.01%
1,113
-241
2010
$19K ﹤0.01%
886
+587
2011
$19K ﹤0.01%
351
2012
$18.9K ﹤0.01%
537
-26
2013
$18.9K ﹤0.01%
1,096
-20
2014
$18.8K ﹤0.01%
151
2015
$18.7K ﹤0.01%
600
+138
2016
$18.7K ﹤0.01%
362
2017
$18.6K ﹤0.01%
2,549
+45
2018
$18.6K ﹤0.01%
631
+431
2019
$18.6K ﹤0.01%
2,800
2020
$18.5K ﹤0.01%
+250
2021
$18.5K ﹤0.01%
233
2022
$18.5K ﹤0.01%
988
2023
$18.5K ﹤0.01%
390
+118
2024
$18.5K ﹤0.01%
3,430
-90
2025
$18.5K ﹤0.01%
+4,000
79 80
81
82 83