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
$1.61B
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$9.31M
3 +$8.45M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.78M
5
OKTA icon
Okta
OKTA
+$5.25M

Top Sells

1 +$26.7M
2 +$11M
3 +$10M
4
AAPL icon
Apple
AAPL
+$4.05M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.55M

Sector Composition

1 Technology 13.6%
2 Financials 7.55%
3 Healthcare 6.17%
4 Consumer Discretionary 5.28%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$21K ﹤0.01%
1,786
+270
1402
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124
1403
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145
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1404
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1405
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-25
1406
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1407
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524
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1408
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-350
1409
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483
-23
1410
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978
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1411
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1412
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1,370
-2,870
1413
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955
-297
1414
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468
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1415
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2,182
+167
1416
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1,059
+1
1417
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1418
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250
+14
1419
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668
-7
1420
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808
-417
1421
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472
+26
1422
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437
-213
1423
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700
1424
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195
+29
1425
$20K ﹤0.01%
474