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
1926
$16.2K ﹤0.01%
88
1927
$16.2K ﹤0.01%
227
+148
1928
$16.2K ﹤0.01%
9,378
-2,642
1929
$16.2K ﹤0.01%
103
1930
$16.1K ﹤0.01%
1,618
1931
$16.1K ﹤0.01%
+400
1932
$16.1K ﹤0.01%
3,036
+611
1933
$16K ﹤0.01%
716
+466
1934
$16K ﹤0.01%
1,109
+990
1935
$16K ﹤0.01%
241
-18
1936
$15.9K ﹤0.01%
183
+3
1937
$15.9K ﹤0.01%
769
-636
1938
$15.9K ﹤0.01%
136
1939
$15.8K ﹤0.01%
592
1940
$15.8K ﹤0.01%
995
+214
1941
$15.7K ﹤0.01%
179
1942
$15.7K ﹤0.01%
820
+407
1943
$15.6K ﹤0.01%
852
-9
1944
$15.6K ﹤0.01%
68
-12
1945
$15.6K ﹤0.01%
627
-74
1946
$15.5K ﹤0.01%
256
+2
1947
$15.4K ﹤0.01%
202
1948
$15.4K ﹤0.01%
496
1949
$15.4K ﹤0.01%
260
+15
1950
$15.3K ﹤0.01%
433
+100