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
851
$69K 0.01%
437
+211
852
$69K 0.01%
2,704
853
$68K 0.01%
664
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854
$68K 0.01%
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855
$68K 0.01%
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$68K 0.01%
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859
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407
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860
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861
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862
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865
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445
866
$67K 0.01%
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1,055
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872
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5,368
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873
$66K 0.01%
1,606
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874
$65K 0.01%
462
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875
$65K 0.01%
3,253
33 34
35
36 37