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
1276
$61.7K ﹤0.01%
11,682
+1,309
1277
$61.6K ﹤0.01%
691
+47
1278
$61.5K ﹤0.01%
976
+935
1279
$61.5K ﹤0.01%
4,782
+1,861
1280
$61.4K ﹤0.01%
2,000
-464
1281
$61.4K ﹤0.01%
1,686
1282
$61.3K ﹤0.01%
63
-432
1283
$61.2K ﹤0.01%
1,554
-9
1284
$61.1K ﹤0.01%
760
+246
1285
$60.9K ﹤0.01%
1,920
+242
1286
$60.8K ﹤0.01%
428
+25
1287
$60.6K ﹤0.01%
430
-25
1288
$60.5K ﹤0.01%
430
+19
1289
$60.3K ﹤0.01%
3,675
-1,639
1290
$60.2K ﹤0.01%
5,280
+313
1291
$60.1K ﹤0.01%
648
1292
$60.1K ﹤0.01%
8,256
+502
1293
$60.1K ﹤0.01%
388
+43
1294
$59.9K ﹤0.01%
284
+38
1295
$59.7K ﹤0.01%
1,224
-712
1296
$59.7K ﹤0.01%
4,841
+1,908
1297
$59.5K ﹤0.01%
625
+42
1298
$59.4K ﹤0.01%
6,614
1299
$59.4K ﹤0.01%
2,771
+2,680
1300
$58.9K ﹤0.01%
123
-2
50 51
52
53 54