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
1501
$6K ﹤0.01%
68
1502
$6K ﹤0.01%
185
-90
1503
$6K ﹤0.01%
195
1504
$6K ﹤0.01%
210
1505
$6K ﹤0.01%
95
+1
1506
$6K ﹤0.01%
52
1507
$6K ﹤0.01%
+200
1508
$6K ﹤0.01%
195
1509
$6K ﹤0.01%
468
1510
$6K ﹤0.01%
67
1511
$6K ﹤0.01%
225
1512
$6K ﹤0.01%
205
+70
1513
$6K ﹤0.01%
742
+123
1514
$6K ﹤0.01%
100
1515
$6K ﹤0.01%
1,128
+900
1516
$6K ﹤0.01%
155
+146
1517
$6K ﹤0.01%
+266
1518
$6K ﹤0.01%
213
1519
$6K ﹤0.01%
140
1520
$6K ﹤0.01%
306
1521
$6K ﹤0.01%
140
1522
$5K ﹤0.01%
234
1523
$5K ﹤0.01%
1,004
+500
1524
$5K ﹤0.01%
100
1525
$5K ﹤0.01%
58