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
$2.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,404
New
Increased
Reduced
Closed

Top Sells

1 +$15.6M
2 +$14.2M
3 +$9.84M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.11M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.32M

Sector Composition

1 Technology 15.94%
2 Financials 8.06%
3 Healthcare 5.9%
4 Consumer Discretionary 5.38%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$1K ﹤0.01%
10
-5
2902
$1K ﹤0.01%
28
2903
$1K ﹤0.01%
23
2904
$1K ﹤0.01%
100
+46
2905
$1K ﹤0.01%
14
2906
$1K ﹤0.01%
+51
2907
$1K ﹤0.01%
79
2908
$1K ﹤0.01%
56
2909
$1K ﹤0.01%
117
+77
2910
$1K ﹤0.01%
+23
2911
$1K ﹤0.01%
24
2912
$1K ﹤0.01%
9
2913
$1K ﹤0.01%
10
+7
2914
$1K ﹤0.01%
+8
2915
$1K ﹤0.01%
17
2916
$1K ﹤0.01%
55
-281
2917
$1K ﹤0.01%
4
2918
$1K ﹤0.01%
+71
2919
$1K ﹤0.01%
+8
2920
$1K ﹤0.01%
+11
2921
$1K ﹤0.01%
50
2922
$1K ﹤0.01%
132
+73
2923
$1K ﹤0.01%
+50
2924
0
2925
$1K ﹤0.01%
42
+41