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
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.6M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.22M
5
VTV icon
Vanguard Value ETF
VTV
+$6.18M

Top Sells

1
+$2.91M
2
+$2.54M
3
+$2.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.4M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$225K 0.02%
5,917
-478
427
$225K 0.02%
6,299
-2,757
428
$224K 0.02%
1,903
-16
429
$224K 0.02%
1,496
-26
430
$223K 0.02%
5,420
+16
431
$222K 0.02%
+3,810
432
$222K 0.02%
2,475
+2,400
433
$221K 0.02%
830
-51
434
$219K 0.02%
2,985
+1,587
435
$219K 0.02%
5,831
-1,094
436
$218K 0.02%
9,420
+2,440
437
$218K 0.02%
1,723
+40
438
$218K 0.02%
2,256
+1,467
439
$218K 0.02%
4,778
-933
440
$217K 0.02%
1,616
+222
441
$217K 0.02%
2,541
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442
$215K 0.02%
2,042
+14
443
$215K 0.02%
1,494
+88
444
$213K 0.02%
+11,793
445
$213K 0.02%
6,575
-3,440
446
$213K 0.02%
2,347
+464
447
$213K 0.02%
3,544
+518
448
$212K 0.02%
6,203
-129
449
$211K 0.02%
15,990
+12,490
450
$211K 0.02%
1,449
-37
16 17
18
19 20