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
2201
$8.55K ﹤0.01%
270
2202
$8.49K ﹤0.01%
561
2203
$8.46K ﹤0.01%
219
+42
2204
$8.44K ﹤0.01%
225
2205
$8.44K ﹤0.01%
65
2206
$8.41K ﹤0.01%
176
-11
2207
$8.4K ﹤0.01%
350
2208
$8.35K ﹤0.01%
521
+91
2209
$8.35K ﹤0.01%
285
+15
2210
$8.34K ﹤0.01%
274
2211
$8.34K ﹤0.01%
733
-22
2212
$8.28K ﹤0.01%
47
2213
$8.28K ﹤0.01%
141
-23
2214
$8.28K ﹤0.01%
248
+30
2215
$8.27K ﹤0.01%
263
+15
2216
$8.26K ﹤0.01%
176
-28
2217
$8.25K ﹤0.01%
556
-19
2218
$8.24K ﹤0.01%
164
+23
2219
$8.22K ﹤0.01%
610
-19
2220
$8.21K ﹤0.01%
70
+19
2221
$8.17K ﹤0.01%
172
+20
2222
$8.1K ﹤0.01%
78
2223
$8.08K ﹤0.01%
295
+16
2224
$8.08K ﹤0.01%
122
+14
2225
$8.05K ﹤0.01%
277
+13
87 88
89
90 91