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
2951
-652
2952
-417
2953
-965
2954
-7
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-20
2956
$0 ﹤0.01%
+5
2957
$0 ﹤0.01%
+10
2958
-1
2959
-38
2960
$0 ﹤0.01%
6
2961
-1,275
2962
-11
2963
$0 ﹤0.01%
6
-341
2964
$0 ﹤0.01%
6
-24
2965
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2966
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-13
2968
-770
2969
$0 ﹤0.01%
4
-1,949
2970
-2,908
2971
-1,058
2972
$0 ﹤0.01%
+6
2973
$0 ﹤0.01%
30
2974
$0 ﹤0.01%
3
+1
2975
-71