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
1776
$22.4K ﹤0.01%
1,568
+1,159
1777
$22.4K ﹤0.01%
316
+3
1778
$22.4K ﹤0.01%
1,159
-142
1779
$22.4K ﹤0.01%
73
+3
1780
$22.3K ﹤0.01%
1,265
+23
1781
$22.3K ﹤0.01%
8,251
+104
1782
$22.3K ﹤0.01%
822
+590
1783
$22.2K ﹤0.01%
270
+23
1784
$22.1K ﹤0.01%
1,951
-120
1785
$22K ﹤0.01%
107
+13
1786
$22K ﹤0.01%
601
-138
1787
$21.9K ﹤0.01%
186
1788
$21.8K ﹤0.01%
265
-47
1789
$21.8K ﹤0.01%
237
+39
1790
$21.8K ﹤0.01%
301
-105
1791
$21.8K ﹤0.01%
356
+8
1792
$21.7K ﹤0.01%
1,355
+254
1793
$21.6K ﹤0.01%
+1,955
1794
$21.5K ﹤0.01%
996
+189
1795
$21.4K ﹤0.01%
695
-122
1796
$21.4K ﹤0.01%
580
+15
1797
$21.4K ﹤0.01%
395
+82
1798
$21.3K ﹤0.01%
558
+23
1799
$21.2K ﹤0.01%
7,370
-662
1800
$21.2K ﹤0.01%
567
+154
70 71
72
73 74