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
$640M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,292
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.81%
2 Financials 6.45%
3 Communication Services 5.37%
4 Healthcare 4.65%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$6K ﹤0.01%
94
1477
$6K ﹤0.01%
277
+170
1478
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1479
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265
1480
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-20
1481
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1483
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93
-23
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+42
1485
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290
-73
1486
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500
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1489
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+109
1490
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450
1491
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1492
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1493
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+4
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-16
1495
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375
1496
$6K ﹤0.01%
170
+110
1497
$6K ﹤0.01%
194
+50
1498
$6K ﹤0.01%
280
1499
$6K ﹤0.01%
306
1500
$6K ﹤0.01%
98