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
476
$473K 0.02%
9,010
+61
477
$472K 0.02%
3,224
-72
478
$472K 0.02%
4,749
+532
479
$469K 0.02%
1,837
-681
480
$468K 0.02%
13,252
+4,472
481
$464K 0.02%
18,592
-459
482
$458K 0.02%
9,146
+1,368
483
$457K 0.02%
15,262
+1,077
484
$456K 0.02%
3,493
-380
485
$450K 0.02%
1,533
+16
486
$448K 0.02%
5,411
+156
487
$447K 0.02%
3,307
+131
488
$446K 0.02%
17,301
-977
489
$441K 0.01%
4,616
+294
490
$440K 0.01%
8,977
+324
491
$435K 0.01%
3,435
+123
492
$434K 0.01%
6,324
-350
493
$432K 0.01%
1,185
-592
494
$425K 0.01%
4,282
495
$422K 0.01%
3,771
+426
496
$420K 0.01%
3,363
-78
497
$420K 0.01%
4,600
+31
498
$417K 0.01%
775
+426
499
$416K 0.01%
14,180
+625
500
$414K 0.01%
2,493
+51
18 19
20
21 22