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
2026
$18.4K ﹤0.01%
423
2027
$18.4K ﹤0.01%
423
+191
2028
$18.4K ﹤0.01%
1,302
-111
2029
$18.3K ﹤0.01%
419
+146
2030
$18.3K ﹤0.01%
505
-748
2031
$18.3K ﹤0.01%
612
2032
$18.3K ﹤0.01%
1,611
2033
$18.3K ﹤0.01%
506
+270
2034
$18.1K ﹤0.01%
90
+1
2035
$18.1K ﹤0.01%
671
-8
2036
$18.1K ﹤0.01%
261
+76
2037
$18.1K ﹤0.01%
524
2038
$18K ﹤0.01%
626
+515
2039
$18K ﹤0.01%
164
-5
2040
$17.9K ﹤0.01%
799
2041
$17.9K ﹤0.01%
347
-470
2042
$17.9K ﹤0.01%
81
-15
2043
$17.9K ﹤0.01%
714
2044
$17.8K ﹤0.01%
222
2045
$17.7K ﹤0.01%
209
+23
2046
$17.6K ﹤0.01%
1,108
2047
$17.6K ﹤0.01%
705
+163
2048
$17.5K ﹤0.01%
4,857
-1,173
2049
$17.4K ﹤0.01%
425
2050
$17.4K ﹤0.01%
280
+253
80 81
82
83 84