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
2451
$4.42K ﹤0.01%
393
-25
2452
$4.42K ﹤0.01%
186
2453
$4.42K ﹤0.01%
384
-228
2454
$4.42K ﹤0.01%
203
+83
2455
$4.41K ﹤0.01%
57
+1
2456
$4.41K ﹤0.01%
598
2457
$4.4K ﹤0.01%
104
2458
$4.37K ﹤0.01%
18
2459
$4.36K ﹤0.01%
4,000
2460
$4.33K ﹤0.01%
249
2461
$4.33K ﹤0.01%
2,968
+935
2462
$4.3K ﹤0.01%
104
2463
$4.29K ﹤0.01%
68
+49
2464
$4.28K ﹤0.01%
1,441
2465
$4.28K ﹤0.01%
110
+2
2466
$4.27K ﹤0.01%
32
2467
$4.25K ﹤0.01%
1,110
2468
$4.25K ﹤0.01%
375
+37
2469
$4.23K ﹤0.01%
139
+27
2470
$4.22K ﹤0.01%
207
+4
2471
$4.2K ﹤0.01%
100
2472
$4.15K ﹤0.01%
145
-25
2473
$4.14K ﹤0.01%
154
+118
2474
$4.13K ﹤0.01%
93
+6
2475
$4.12K ﹤0.01%
169
+26
97 98
99
100 101