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
1526
$37.1K ﹤0.01%
2,511
+11
1527
$37K ﹤0.01%
138
+43
1528
$36.9K ﹤0.01%
1,301
+29
1529
$36.8K ﹤0.01%
278
+41
1530
$36.8K ﹤0.01%
94
+17
1531
$36.8K ﹤0.01%
1,240
-554
1532
$36.7K ﹤0.01%
259
+2
1533
$36.7K ﹤0.01%
1,063
+225
1534
$36.7K ﹤0.01%
2,371
1535
$36.6K ﹤0.01%
3,979
-317
1536
$36.6K ﹤0.01%
181
+69
1537
$36.6K ﹤0.01%
5,830
-2,394
1538
$36.6K ﹤0.01%
933
+72
1539
$36.5K ﹤0.01%
182
-12
1540
$36.5K ﹤0.01%
640
1541
$36.4K ﹤0.01%
3,295
+958
1542
$36.2K ﹤0.01%
630
+94
1543
$36.2K ﹤0.01%
788
1544
$36.1K ﹤0.01%
1,608
-222
1545
$36K ﹤0.01%
277
+115
1546
$36K ﹤0.01%
1,072
+369
1547
$36K ﹤0.01%
2,390
+1,959
1548
$35.8K ﹤0.01%
1,723
+723
1549
$35.8K ﹤0.01%
4,934
-342
1550
$35.8K ﹤0.01%
1,449
-323
60 61
62
63 64