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
$803M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,400
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$3.83M
3 +$3.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M
5
GILD icon
Gilead Sciences
GILD
+$2M

Top Sells

1 +$1.69M
2 +$1.46M
3 +$1.03M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K
5
ITB icon
iShares US Home Construction ETF
ITB
+$472K

Sector Composition

1 Technology 9.78%
2 Financials 6.71%
3 Healthcare 5.58%
4 Communication Services 5.42%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$8K ﹤0.01%
152
1527
$8K ﹤0.01%
244
1528
$8K ﹤0.01%
716
+146
1529
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829
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1531
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441
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1533
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158
1534
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509
+72
1535
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638
+617
1536
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1538
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1539
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+86
1540
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171
1541
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1542
$8K ﹤0.01%
1,761
1543
$8K ﹤0.01%
595
1544
$8K ﹤0.01%
156
1545
$8K ﹤0.01%
400
1546
$8K ﹤0.01%
1,157
1547
$8K ﹤0.01%
423
1548
$7K ﹤0.01%
128
+1
1549
$7K ﹤0.01%
359
1550
$7K ﹤0.01%
363
+1