We are live on ! Find out more
PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,683
New
Increased
Reduced
Closed

Top Sells

1 +$15.8M
2 +$14.4M
3 +$9.84M
4
GLD icon
SPDR Gold Trust
GLD
+$8.28M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$7.07M

Sector Composition

1 Technology 11.71%
2 Healthcare 8.76%
3 Financials 8.73%
4 Consumer Discretionary 3.5%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
0
3452
-10
3453
-273
3454
-449
3455
0
3456
-9
3457
-4
3458
-8
3459
0
3460
-4
3461
0
3462
-130
3463
-4
3464
-12
3465
-4
3466
-41
3467
-6
3468
-1,011
3469
-112
3470
-8
3471
-8,000
3472
0
3473
-305
3474
-108
3475
-126