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
$611M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,219
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$3.28M
3 +$1.52M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1 +$968K
2 +$946K
3 +$532K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$421K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$420K

Sector Composition

1 Technology 7.57%
2 Financials 6.53%
3 Communication Services 5.67%
4 Healthcare 4.67%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$15K ﹤0.01%
300
1127
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375
1128
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283
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1129
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172
-4
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384
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1,755
1134
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136
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567
1139
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183
1140
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1,060
+10
1141
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939
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1143
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1,088
1144
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374
1145
$14K ﹤0.01%
742
1146
$14K ﹤0.01%
351
1147
$14K ﹤0.01%
1,754
1148
$14K ﹤0.01%
157
1149
$14K ﹤0.01%
452
1150
$14K ﹤0.01%
375