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
776
$84K 0.01%
2,446
+475
777
$83K 0.01%
11,176
+4,361
778
$83K 0.01%
1,423
779
$83K 0.01%
998
780
$83K 0.01%
2,507
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781
$82K 0.01%
1,425
782
$82K 0.01%
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783
$82K 0.01%
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-114
784
$81K 0.01%
6,040
+2,057
785
$81K 0.01%
1,394
-2,332
786
$81K 0.01%
7,235
787
$81K 0.01%
386
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788
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1,316
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789
$80K 0.01%
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790
$80K 0.01%
981
791
$80K 0.01%
17,223
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$80K 0.01%
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793
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877
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794
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3,723
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795
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796
$79K 0.01%
916
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797
$79K 0.01%
868
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798
$79K 0.01%
899
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799
$78K 0.01%
2,070
-455
800
$78K 0.01%
1,400
30 31
32
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