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
$2.52B
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,482
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.4%
2 Financials 8.17%
3 Healthcare 7.08%
4 Consumer Discretionary 5%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$2K ﹤0.01%
200
2552
$2K ﹤0.01%
18
-124
2553
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17
2554
$2K ﹤0.01%
1
-1
2555
$2K ﹤0.01%
+581
2556
$2K ﹤0.01%
138
-4
2557
$2K ﹤0.01%
113
2558
$2K ﹤0.01%
203
2559
$2K ﹤0.01%
80
2560
$2K ﹤0.01%
+38
2561
$2K ﹤0.01%
8
-5
2562
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42
2563
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34
+2
2564
$2K ﹤0.01%
+2
2565
$2K ﹤0.01%
53
-12
2566
$2K ﹤0.01%
31
-86
2567
$2K ﹤0.01%
134
2568
$2K ﹤0.01%
24
-35
2569
$2K ﹤0.01%
+70
2570
$2K ﹤0.01%
34
+13
2571
$2K ﹤0.01%
145
2572
$2K ﹤0.01%
40
+18
2573
$2K ﹤0.01%
16
-5
2574
$2K ﹤0.01%
21
-7
2575
$2K ﹤0.01%
93
-57