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
1676
$27.2K ﹤0.01%
1,156
-1,082
1677
$27.2K ﹤0.01%
+1,695
1678
$27.1K ﹤0.01%
1,500
1679
$27K ﹤0.01%
1,924
-879
1680
$27K ﹤0.01%
352
1681
$27K ﹤0.01%
1,521
+500
1682
$26.9K ﹤0.01%
445
+253
1683
$26.9K ﹤0.01%
1,095
-117
1684
$26.9K ﹤0.01%
+1,150
1685
$26.9K ﹤0.01%
645
1686
$26.8K ﹤0.01%
431
+97
1687
$26.7K ﹤0.01%
190
+85
1688
$26.6K ﹤0.01%
259
-60
1689
$26.6K ﹤0.01%
567
-328
1690
$26.5K ﹤0.01%
10,118
-7,653
1691
$26.5K ﹤0.01%
1,118
+1,009
1692
$26.5K ﹤0.01%
95
+9
1693
$26.4K ﹤0.01%
393
+76
1694
$26.4K ﹤0.01%
352
+333
1695
$26.3K ﹤0.01%
751
+733
1696
$26.3K ﹤0.01%
537
+535
1697
$26.3K ﹤0.01%
1,926
+103
1698
$26.3K ﹤0.01%
159
+141
1699
$26.2K ﹤0.01%
172
-2
1700
$26.1K ﹤0.01%
627
66 67
68
69 70