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
2426
$4.72K ﹤0.01%
300
+9
2427
$4.72K ﹤0.01%
674
+1
2428
$4.7K ﹤0.01%
448
2429
$4.67K ﹤0.01%
480
-379
2430
$4.65K ﹤0.01%
275
-226
2431
$4.65K ﹤0.01%
595
+494
2432
$4.64K ﹤0.01%
416
+211
2433
$4.64K ﹤0.01%
115
2434
$4.63K ﹤0.01%
172
+117
2435
$4.61K ﹤0.01%
86
-84
2436
$4.6K ﹤0.01%
44
+28
2437
$4.6K ﹤0.01%
342
-13
2438
$4.58K ﹤0.01%
179
+90
2439
$4.58K ﹤0.01%
1,098
-82
2440
$4.57K ﹤0.01%
229
-354
2441
$4.57K ﹤0.01%
+100
2442
$4.54K ﹤0.01%
53
-56
2443
$4.52K ﹤0.01%
182
+164
2444
$4.51K ﹤0.01%
50
2445
$4.51K ﹤0.01%
136
+46
2446
$4.5K ﹤0.01%
139
+117
2447
$4.49K ﹤0.01%
47
+2
2448
$4.46K ﹤0.01%
112
2449
$4.43K ﹤0.01%
1,295
-3,876
2450
$4.43K ﹤0.01%
145
96 97
98
99 100