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
1251
$64.9K ﹤0.01%
2,934
+389
1252
$64.9K ﹤0.01%
1,754
-97
1253
$64.3K ﹤0.01%
5,590
1254
$64.2K ﹤0.01%
508
-3
1255
$64.2K ﹤0.01%
+7,644
1256
$64.2K ﹤0.01%
5,729
-2,578
1257
$64.2K ﹤0.01%
1,202
-12
1258
$64.1K ﹤0.01%
381
-163
1259
$63.8K ﹤0.01%
+435
1260
$63.7K ﹤0.01%
459
+8
1261
$63.6K ﹤0.01%
12,041
+239
1262
$63.5K ﹤0.01%
3,037
1263
$63.4K ﹤0.01%
992
-297
1264
$63.2K ﹤0.01%
2,271
1265
$62.9K ﹤0.01%
+1,000
1266
$62.9K ﹤0.01%
2,075
+1,088
1267
$62.8K ﹤0.01%
1,172
-159
1268
$62.6K ﹤0.01%
11,221
+2,485
1269
$62.4K ﹤0.01%
1,388
+297
1270
$62.4K ﹤0.01%
+1,376
1271
$62.1K ﹤0.01%
942
+868
1272
$62.1K ﹤0.01%
1,043
+76
1273
$62.1K ﹤0.01%
1,403
+318
1274
$62.1K ﹤0.01%
732
+92
1275
$61.9K ﹤0.01%
639
+44
49 50
51
52 53