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
876
$65K 0.01%
2,240
877
$65K 0.01%
1,204
878
$65K 0.01%
936
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879
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43
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880
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881
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882
$64K 0.01%
222
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883
$63K 0.01%
316
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884
$63K 0.01%
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885
$63K 0.01%
617
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886
$63K 0.01%
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$63K 0.01%
6,865
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888
$62K 0.01%
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$62K 0.01%
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890
$62K 0.01%
800
891
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57
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892
$62K 0.01%
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895
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2,619
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$61K 0.01%
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$61K 0.01%
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$61K 0.01%
388
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$60K 0.01%
665
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$60K 0.01%
1,090
+578
34 35
36
37 38