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
476
$197K 0.02%
1,337
+10
477
$197K 0.02%
+3,633
478
$196K 0.02%
6,872
-684
479
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480
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925
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481
$193K 0.02%
274
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482
$192K 0.02%
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483
$191K 0.02%
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484
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2,244
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485
$190K 0.02%
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+3,347
486
$188K 0.02%
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487
$188K 0.02%
2,097
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$187K 0.02%
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$187K 0.02%
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490
$186K 0.02%
2,419
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491
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492
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494
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12,180
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495
$183K 0.02%
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496
$183K 0.02%
1,079
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497
$182K 0.02%
9,957
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498
$182K 0.02%
2,834
-98
499
$182K 0.02%
1,261
+36
500
$182K 0.02%
2,938
-14
18 19
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