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
1851
$19.3K ﹤0.01%
+651
1852
$19.2K ﹤0.01%
540
-94
1853
$19.2K ﹤0.01%
82
+1
1854
$19.2K ﹤0.01%
414
-10
1855
$19.2K ﹤0.01%
247
+19
1856
$19.2K ﹤0.01%
216
1857
$19K ﹤0.01%
+536
1858
$19K ﹤0.01%
4,787
+51
1859
$18.9K ﹤0.01%
939
-276
1860
$18.9K ﹤0.01%
2,370
-61
1861
$18.8K ﹤0.01%
448
-8
1862
$18.7K ﹤0.01%
179
1863
$18.7K ﹤0.01%
1,535
1864
$18.7K ﹤0.01%
+1,050
1865
$18.6K ﹤0.01%
368
-209
1866
$18.6K ﹤0.01%
231
+16
1867
$18.6K ﹤0.01%
290
+43
1868
$18.6K ﹤0.01%
719
1869
$18.6K ﹤0.01%
149
-48
1870
$18.4K ﹤0.01%
1,060
+28
1871
$18.4K ﹤0.01%
588
+168
1872
$18.3K ﹤0.01%
+175
1873
$18.3K ﹤0.01%
138
-29
1874
$18.3K ﹤0.01%
226
+218
1875
$18.2K ﹤0.01%
850
-950
73 74
75
76 77