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
1326
$55.8K ﹤0.01%
692
+25
1327
$55.7K ﹤0.01%
14,662
+947
1328
$55.7K ﹤0.01%
4,900
1329
$55.5K ﹤0.01%
1,671
1330
$55.5K ﹤0.01%
1,675
-203
1331
$55.3K ﹤0.01%
762
-106
1332
$55.3K ﹤0.01%
3,450
+144
1333
$55.2K ﹤0.01%
2,161
+39
1334
$55.2K ﹤0.01%
1,752
1335
$55K ﹤0.01%
779
-26
1336
$54.7K ﹤0.01%
1,119
+35
1337
$54.6K ﹤0.01%
197
-113
1338
$54.6K ﹤0.01%
462
+132
1339
$54.5K ﹤0.01%
2,493
+1,773
1340
$54.5K ﹤0.01%
1,299
+137
1341
$54.4K ﹤0.01%
708
+675
1342
$54.3K ﹤0.01%
+545
1343
$54.1K ﹤0.01%
369
+124
1344
$54.1K ﹤0.01%
570
1345
$53.8K ﹤0.01%
927
-55
1346
$53.7K ﹤0.01%
661
-7
1347
$53.6K ﹤0.01%
5,952
-673
1348
$53.6K ﹤0.01%
988
-1,043
1349
$53.5K ﹤0.01%
924
+551
1350
$53.4K ﹤0.01%
1,493
+493
52 53
54
55 56