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
$2.97B
AUM Growth
+$660M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,647
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$27.7M
3
+$27.4M
4
AAPL icon
Apple
AAPL
+$20.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.8M

Top Sells

1
+$21.2M
2
+$16.1M
3
+$12.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$12.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$9.96M

Sector Composition

1 Technology 13.87%
2 Healthcare 8.82%
3 Financials 6.99%
4 Consumer Discretionary 4.35%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$4.08K ﹤0.01%
145
+15
2477
$4.07K ﹤0.01%
156
2478
$4.06K ﹤0.01%
91
+55
2479
$4.05K ﹤0.01%
+151
2480
$4.05K ﹤0.01%
167
2481
$4.04K ﹤0.01%
500
-100
2482
$4.04K ﹤0.01%
+165
2483
$4.02K ﹤0.01%
57
+9
2484
$4K ﹤0.01%
126
-3
2485
$4K ﹤0.01%
484
2486
$4K ﹤0.01%
63
+3
2487
$3.99K ﹤0.01%
130
-66
2488
$3.98K ﹤0.01%
73
-7
2489
$3.98K ﹤0.01%
48
+37
2490
$3.98K ﹤0.01%
183
+7
2491
$3.97K ﹤0.01%
79
2492
$3.97K ﹤0.01%
125
+96
2493
$3.96K ﹤0.01%
130
2494
$3.95K ﹤0.01%
487
-926
2495
$3.91K ﹤0.01%
141
+108
2496
$3.91K ﹤0.01%
397
-206
2497
$3.9K ﹤0.01%
50
-152
2498
$3.89K ﹤0.01%
+256
2499
$3.89K ﹤0.01%
256
+186
2500
$3.88K ﹤0.01%
594
98 99
100
101 102