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
1876
$18.2K ﹤0.01%
713
+75
1877
$18.2K ﹤0.01%
350
1878
$18.1K ﹤0.01%
963
+249
1879
$18.1K ﹤0.01%
663
1880
$18.1K ﹤0.01%
737
+15
1881
$18K ﹤0.01%
1,011
+159
1882
$18K ﹤0.01%
928
-29
1883
$17.8K ﹤0.01%
592
+124
1884
$17.8K ﹤0.01%
+714
1885
$17.8K ﹤0.01%
1,412
1886
$17.8K ﹤0.01%
537
+4
1887
$17.8K ﹤0.01%
+347
1888
$17.8K ﹤0.01%
852
-211
1889
$17.8K ﹤0.01%
200
+100
1890
$17.7K ﹤0.01%
518
-9
1891
$17.7K ﹤0.01%
1,685
+638
1892
$17.7K ﹤0.01%
2,564
+2,288
1893
$17.7K ﹤0.01%
185
1894
$17.6K ﹤0.01%
15
+10
1895
$17.5K ﹤0.01%
2,755
-50
1896
$17.5K ﹤0.01%
448
+360
1897
$17.5K ﹤0.01%
123
-11
1898
$17.5K ﹤0.01%
+2,163
1899
$17.4K ﹤0.01%
2,210
1900
$17.4K ﹤0.01%
210
+26
74 75
76
77 78