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
3026
$0 ﹤0.01%
20
-16
3027
-46
3028
-25
3029
$0 ﹤0.01%
7
+5
3030
0
3031
$0 ﹤0.01%
6
3032
-229
3033
-2,836
3034
-22
3035
0
3036
-16
3037
-356
3038
$0 ﹤0.01%
6
-38
3039
-673
3040
-1
3041
$0 ﹤0.01%
1
3042
-155
3043
$0 ﹤0.01%
29
3044
$0 ﹤0.01%
11
3045
-132
3046
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3047
0
3048
$0 ﹤0.01%
43
3049
-9
3050
$0 ﹤0.01%
+3