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
2876
$1.38K ﹤0.01%
25
+7
2877
$1.37K ﹤0.01%
54
-910
2878
$1.37K ﹤0.01%
+31
2879
$1.37K ﹤0.01%
272
+232
2880
$1.36K ﹤0.01%
39
-5
2881
$1.36K ﹤0.01%
+100
2882
$1.36K ﹤0.01%
142
2883
$1.36K ﹤0.01%
+20
2884
$1.36K ﹤0.01%
+40
2885
$1.35K ﹤0.01%
+33
2886
$1.33K ﹤0.01%
55
+39
2887
$1.33K ﹤0.01%
16
2888
$1.33K ﹤0.01%
35
-5
2889
$1.33K ﹤0.01%
40
2890
$1.32K ﹤0.01%
133
2891
$1.31K ﹤0.01%
582
-122
2892
$1.3K ﹤0.01%
16
2893
$1.29K ﹤0.01%
45
2894
$1.29K ﹤0.01%
26
2895
$1.27K ﹤0.01%
6
+2
2896
$1.27K ﹤0.01%
147
+137
2897
$1.27K ﹤0.01%
501
2898
$1.27K ﹤0.01%
39
-74
2899
$1.25K ﹤0.01%
243
+142
2900
$1.25K ﹤0.01%
37
114 115
116
117 118