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
1276
$24K ﹤0.01%
740
-79
1277
$24K ﹤0.01%
378
+13
1278
$24K ﹤0.01%
162
+18
1279
$24K ﹤0.01%
244
-136
1280
$24K ﹤0.01%
206
1281
$24K ﹤0.01%
441
+180
1282
$23K ﹤0.01%
422
1283
$23K ﹤0.01%
96
-59
1284
$23K ﹤0.01%
+1,050
1285
$23K ﹤0.01%
+1,133
1286
$23K ﹤0.01%
1,385
1287
$23K ﹤0.01%
934
1288
$23K ﹤0.01%
284
+22
1289
$23K ﹤0.01%
2,130
-830
1290
$23K ﹤0.01%
639
-623
1291
$23K ﹤0.01%
150
1292
$23K ﹤0.01%
2,349
+2,051
1293
$23K ﹤0.01%
350
1294
$23K ﹤0.01%
897
1295
$23K ﹤0.01%
1,036
1296
$23K ﹤0.01%
902
1297
$22K ﹤0.01%
796
-550
1298
$22K ﹤0.01%
238
+34
1299
$22K ﹤0.01%
318
+80
1300
$22K ﹤0.01%
459
+16
50 51
52
53 54