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
$3.11B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,624
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$18.6M
3
+$9.83M
4
CFLT icon
Confluent
CFLT
+$3.91M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.86M

Top Sells

1
+$41.1M
2
+$20.2M
3
+$18.4M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$16.4M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.96M

Sector Composition

1 Technology 15.44%
2 Healthcare 8.51%
3 Financials 6.64%
4 Consumer Discretionary 4.61%
5 Communication Services 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$15.2K ﹤0.01%
585
-7
1977
$15.2K ﹤0.01%
225
-246
1978
$15.2K ﹤0.01%
45
+5
1979
$15.1K ﹤0.01%
1,233
+302
1980
$15.1K ﹤0.01%
2,374
+919
1981
$15.1K ﹤0.01%
1,046
+865
1982
$15K ﹤0.01%
1,236
-107
1983
$15K ﹤0.01%
412
+103
1984
$15K ﹤0.01%
953
+145
1985
$15K ﹤0.01%
333
1986
$14.9K ﹤0.01%
253
-71
1987
$14.9K ﹤0.01%
294
+230
1988
$14.9K ﹤0.01%
3,239
+887
1989
$14.9K ﹤0.01%
371
-48
1990
$14.9K ﹤0.01%
496
1991
$14.9K ﹤0.01%
65
-11
1992
$14.8K ﹤0.01%
197
-5
1993
$14.8K ﹤0.01%
838
-14
1994
$14.8K ﹤0.01%
290
1995
$14.7K ﹤0.01%
248
1996
$14.7K ﹤0.01%
254
+39
1997
$14.7K ﹤0.01%
109
+64
1998
$14.7K ﹤0.01%
226
-74
1999
$14.7K ﹤0.01%
135
-215
2000
$14.6K ﹤0.01%
230
+20
78 79
80
81 82