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
276
$1.2M 0.04%
9,136
+1,114
277
$1.2M 0.04%
3,479
-417
278
$1.2M 0.04%
10,421
+18
279
$1.19M 0.04%
4,704
+3,451
280
$1.18M 0.04%
27,924
+69
281
$1.18M 0.04%
31,597
-1,781
282
$1.18M 0.04%
29,178
+7,458
283
$1.18M 0.04%
37,362
+24,414
284
$1.18M 0.04%
9,425
-272
285
$1.17M 0.04%
15,318
-155
286
$1.16M 0.04%
23,350
+2,250
287
$1.14M 0.04%
83,556
+5,858
288
$1.14M 0.04%
8,434
+607
289
$1.14M 0.04%
90,338
+14,620
290
$1.14M 0.04%
2,274
+49
291
$1.13M 0.04%
43,721
-5,496
292
$1.12M 0.04%
14,377
+10,772
293
$1.12M 0.04%
1,644
+30
294
$1.12M 0.04%
26,473
+26,412
295
$1.12M 0.04%
16,474
-2,363
296
$1.11M 0.04%
22,011
-6,550
297
$1.1M 0.04%
4,832
+783
298
$1.09M 0.04%
22,845
-30,211
299
$1.09M 0.04%
32,085
+27,087
300
$1.09M 0.04%
9,513
-1,299
10 11
12
13 14