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
1176
$76.3K ﹤0.01%
6,536
+32
1177
$76.1K ﹤0.01%
3,614
+419
1178
$75.8K ﹤0.01%
4,137
+879
1179
$75.8K ﹤0.01%
3,619
+194
1180
$75.6K ﹤0.01%
1,197
-172
1181
$75.5K ﹤0.01%
1,645
+55
1182
$75K ﹤0.01%
900
1183
$74.7K ﹤0.01%
748
-57
1184
$74.7K ﹤0.01%
505
-18
1185
$74.5K ﹤0.01%
493
-142
1186
$74.3K ﹤0.01%
1,239
+812
1187
$74.3K ﹤0.01%
906
+48
1188
$74K ﹤0.01%
3,189
-800
1189
$73.9K ﹤0.01%
2,602
+92
1190
$73.9K ﹤0.01%
4,537
+1,387
1191
$73.6K ﹤0.01%
5,880
-1,101
1192
$73.3K ﹤0.01%
+3,028
1193
$73.2K ﹤0.01%
3,040
-552
1194
$72.7K ﹤0.01%
584
+583
1195
$72.3K ﹤0.01%
15,284
-187
1196
$72.3K ﹤0.01%
918
-6
1197
$72.2K ﹤0.01%
1,035
+336
1198
$72K ﹤0.01%
654
+57
1199
$71.6K ﹤0.01%
+1,975
1200
$71.4K ﹤0.01%
5,160
46 47
48
49 50