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
2351
$5.9K ﹤0.01%
508
2352
$5.9K ﹤0.01%
86
+26
2353
$5.87K ﹤0.01%
247
+95
2354
$5.83K ﹤0.01%
551
-14
2355
$5.8K ﹤0.01%
522
-525
2356
$5.8K ﹤0.01%
189
-883
2357
$5.78K ﹤0.01%
141
+61
2358
$5.75K ﹤0.01%
+132
2359
$5.69K ﹤0.01%
323
+109
2360
$5.69K ﹤0.01%
45
2361
$5.66K ﹤0.01%
100
-164
2362
$5.66K ﹤0.01%
201
+49
2363
$5.65K ﹤0.01%
141
-194
2364
$5.64K ﹤0.01%
300
-1,669
2365
$5.61K ﹤0.01%
205
-233
2366
$5.59K ﹤0.01%
161
2367
$5.57K ﹤0.01%
61
+31
2368
$5.56K ﹤0.01%
117
+40
2369
$5.55K ﹤0.01%
+1,226
2370
$5.55K ﹤0.01%
231
2371
$5.54K ﹤0.01%
190
2372
$5.53K ﹤0.01%
152
2373
$5.52K ﹤0.01%
+3,862
2374
$5.51K ﹤0.01%
552
-555
2375
$5.49K ﹤0.01%
+650
93 94
95
96 97