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
3101
$534 ﹤0.01%
109
3102
$534 ﹤0.01%
3
3103
$533 ﹤0.01%
46
3104
$533 ﹤0.01%
50
3105
$531 ﹤0.01%
+147
3106
0
3107
$529 ﹤0.01%
+247
3108
$525 ﹤0.01%
+18
3109
$517 ﹤0.01%
+17
3110
$515 ﹤0.01%
+14
3111
$514 ﹤0.01%
+77
3112
$508 ﹤0.01%
+32
3113
$508 ﹤0.01%
100
3114
$508 ﹤0.01%
+376
3115
$506 ﹤0.01%
68
3116
$500 ﹤0.01%
17
3117
$499 ﹤0.01%
7
-1
3118
$498 ﹤0.01%
+16
3119
$496 ﹤0.01%
48
-672
3120
$491 ﹤0.01%
117
+84
3121
$490 ﹤0.01%
32
+13
3122
$488 ﹤0.01%
23
3123
$486 ﹤0.01%
20
3124
$486 ﹤0.01%
300
3125
$483 ﹤0.01%
25