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
2801
$1K ﹤0.01%
149
-1,230
2802
$1K ﹤0.01%
130
2803
$1K ﹤0.01%
13
-52
2804
$1K ﹤0.01%
56
+6
2805
$1K ﹤0.01%
200
2806
$1K ﹤0.01%
35
+18
2807
$1K ﹤0.01%
39
2808
$1K ﹤0.01%
136
2809
$1K ﹤0.01%
56
-74
2810
$1K ﹤0.01%
29
-40
2811
$1K ﹤0.01%
4
2812
$1K ﹤0.01%
21
-138
2813
$1K ﹤0.01%
41
-26
2814
$1K ﹤0.01%
13
+12
2815
$1K ﹤0.01%
11
2816
$1K ﹤0.01%
5
2817
$1K ﹤0.01%
9
-286
2818
$1K ﹤0.01%
9
2819
$1K ﹤0.01%
37
2820
$1K ﹤0.01%
60
-1
2821
$1K ﹤0.01%
43
+42
2822
$1K ﹤0.01%
14
2823
$1K ﹤0.01%
+10
2824
$1K ﹤0.01%
22
-72
2825
$1K ﹤0.01%
+31