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%
450
1502
$6K ﹤0.01%
78
1503
$6K ﹤0.01%
283
1504
$6K ﹤0.01%
179
+4
1505
$6K ﹤0.01%
113
-16
1506
$6K ﹤0.01%
375
1507
$6K ﹤0.01%
170
+110
1508
$6K ﹤0.01%
194
+50
1509
$6K ﹤0.01%
280
1510
$6K ﹤0.01%
306
1511
$6K ﹤0.01%
70
1512
$6K ﹤0.01%
95
+1
1513
$6K ﹤0.01%
52
1514
$6K ﹤0.01%
+200
1515
$6K ﹤0.01%
195
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%
245
+50
1523
$5K ﹤0.01%
825
-1,400
1524
$5K ﹤0.01%
88
1525
$5K ﹤0.01%
480