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
1351
$53.3K ﹤0.01%
324
+5
1352
$53K ﹤0.01%
4,450
+1,950
1353
$52.9K ﹤0.01%
12,876
-227
1354
$52.5K ﹤0.01%
1,413
-257
1355
$52.3K ﹤0.01%
540
+98
1356
$52.1K ﹤0.01%
2,963
+165
1357
$52.1K ﹤0.01%
4,728
-1,341
1358
$52.1K ﹤0.01%
685
+335
1359
$51.7K ﹤0.01%
1,672
-28
1360
$51.6K ﹤0.01%
1,744
1361
$51.4K ﹤0.01%
443
-1
1362
$51.2K ﹤0.01%
1,028
-3
1363
$51.1K ﹤0.01%
1,239
+85
1364
$50.3K ﹤0.01%
662
1365
$50.3K ﹤0.01%
21,666
+3,378
1366
$50.2K ﹤0.01%
+43
1367
$50K ﹤0.01%
732
+305
1368
$49.9K ﹤0.01%
457
1369
$49.8K ﹤0.01%
550
1370
$49.5K ﹤0.01%
566
-1
1371
$49.5K ﹤0.01%
787
+254
1372
$49.5K ﹤0.01%
637
-490
1373
$49.5K ﹤0.01%
1,010
+53
1374
$49.3K ﹤0.01%
434
+266
1375
$49.2K ﹤0.01%
+1,440
53 54
55
56 57