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
1326
$9K ﹤0.01%
187
1327
$9K ﹤0.01%
107
1328
$9K ﹤0.01%
160
1329
$9K ﹤0.01%
204
1330
$9K ﹤0.01%
1,600
1331
$9K ﹤0.01%
2,189
1332
$9K ﹤0.01%
29
1333
$9K ﹤0.01%
118
1334
$9K ﹤0.01%
225
1335
$9K ﹤0.01%
188
1336
$9K ﹤0.01%
246
1337
$9K ﹤0.01%
27
-473
1338
$9K ﹤0.01%
1,338
+332
1339
$9K ﹤0.01%
251
1340
$9K ﹤0.01%
130
+69
1341
$9K ﹤0.01%
203
1342
$9K ﹤0.01%
249
1343
$9K ﹤0.01%
363
-98
1344
$9K ﹤0.01%
244
1345
$9K ﹤0.01%
345
1346
$9K ﹤0.01%
104
1347
$9K ﹤0.01%
146
1348
$9K ﹤0.01%
337
1349
$9K ﹤0.01%
2,313
1350
$9K ﹤0.01%
1,868
+784