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
1451
$42.8K ﹤0.01%
4,260
-368
1452
$42.8K ﹤0.01%
317
+1
1453
$42.7K ﹤0.01%
1,525
+73
1454
$42.6K ﹤0.01%
474
1455
$42.5K ﹤0.01%
707
+104
1456
$42.4K ﹤0.01%
580
+308
1457
$42.3K ﹤0.01%
676
+289
1458
$42.3K ﹤0.01%
592
+6
1459
$42.2K ﹤0.01%
734
+48
1460
$42.1K ﹤0.01%
621
+29
1461
$41.9K ﹤0.01%
453
1462
$41.9K ﹤0.01%
2,944
+2,336
1463
$41.8K ﹤0.01%
4,379
+605
1464
$41.8K ﹤0.01%
627
+93
1465
$41.7K ﹤0.01%
615
1466
$41.7K ﹤0.01%
937
-186
1467
$41.6K ﹤0.01%
2,374
-17,486
1468
$41.5K ﹤0.01%
2,020
1469
$41.5K ﹤0.01%
1,136
+115
1470
$41.3K ﹤0.01%
976
+474
1471
$41.2K ﹤0.01%
829
+36
1472
$41.2K ﹤0.01%
1,087
+496
1473
$41.2K ﹤0.01%
239
+31
1474
$41.2K ﹤0.01%
989
+28
1475
$41.1K ﹤0.01%
510
-155
57 58
59
60 61