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
451
$521K 0.02%
+5,295
452
$520K 0.02%
8,925
-1,456
453
$520K 0.02%
9,033
+405
454
$519K 0.02%
2,644
+1,465
455
$513K 0.02%
4,917
+459
456
$511K 0.02%
7,453
+392
457
$510K 0.02%
6,966
-402
458
$509K 0.02%
8,089
+1,334
459
$505K 0.02%
10,767
+2,386
460
$505K 0.02%
5,497
-67
461
$504K 0.02%
27,820
-1,175
462
$503K 0.02%
13,238
+761
463
$502K 0.02%
1,904
+117
464
$501K 0.02%
22,069
465
$500K 0.02%
2,538
+582
466
$499K 0.02%
2,928
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467
$495K 0.02%
5,729
-971
468
$493K 0.02%
8,715
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469
$491K 0.02%
2,741
+1,739
470
$490K 0.02%
34,996
+32,684
471
$487K 0.02%
5,068
+1,358
472
$482K 0.02%
2,381
+132
473
$478K 0.02%
1,574
-23
474
$478K 0.02%
8,797
-2,653
475
$475K 0.02%
2,482
+201
17 18
19
20 21