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
1351
$20K ﹤0.01%
710
+500
1352
$20K ﹤0.01%
637
1353
$20K ﹤0.01%
700
1354
$20K ﹤0.01%
1,063
1355
$20K ﹤0.01%
1,631
+417
1356
$19K ﹤0.01%
252
-1
1357
$19K ﹤0.01%
163
+85
1358
$19K ﹤0.01%
503
+471
1359
$19K ﹤0.01%
147
+14
1360
$19K ﹤0.01%
+601
1361
$19K ﹤0.01%
948
+734
1362
$19K ﹤0.01%
198
+15
1363
$19K ﹤0.01%
1,560
+1,064
1364
$19K ﹤0.01%
341
+241
1365
$19K ﹤0.01%
1,184
-10
1366
$19K ﹤0.01%
145
+13
1367
$19K ﹤0.01%
247
1368
$19K ﹤0.01%
2,528
-5,980
1369
$19K ﹤0.01%
596
-144
1370
$19K ﹤0.01%
250
1371
$19K ﹤0.01%
221
-131
1372
$19K ﹤0.01%
994
+522
1373
$19K ﹤0.01%
+1,008
1374
$19K ﹤0.01%
1,244
+1,176
1375
$19K ﹤0.01%
59
+13
53 54
55
56 57