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
1976
$14.5K ﹤0.01%
1,479
+229
1977
$14.5K ﹤0.01%
69
+3
1978
$14.5K ﹤0.01%
371
-255
1979
$14.4K ﹤0.01%
290
1980
$14.4K ﹤0.01%
435
-310
1981
$14.4K ﹤0.01%
964
+138
1982
$14.4K ﹤0.01%
537
+391
1983
$14.4K ﹤0.01%
351
+104
1984
$14.3K ﹤0.01%
808
+240
1985
$14.3K ﹤0.01%
1,993
1986
$14.3K ﹤0.01%
419
+1
1987
$14.3K ﹤0.01%
490
1988
$14.3K ﹤0.01%
564
-162
1989
$14.3K ﹤0.01%
1,000
1990
$14.2K ﹤0.01%
+795
1991
$14.1K ﹤0.01%
517
+234
1992
$14.1K ﹤0.01%
645
+335
1993
$14.1K ﹤0.01%
144
+22
1994
$14K ﹤0.01%
150
-5
1995
$14K ﹤0.01%
261
+38
1996
$14K ﹤0.01%
503
+44
1997
$14K ﹤0.01%
1,170
-526
1998
$14K ﹤0.01%
347
1999
$14K ﹤0.01%
800
2000
$14K ﹤0.01%
354
+29
78 79
80
81 82