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
1601
$5K ﹤0.01%
114
+8
1602
$5K ﹤0.01%
41
1603
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102
1604
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1605
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70
1606
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468
1607
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67
1608
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389
+97
1609
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39
1610
$5K ﹤0.01%
1,157
1611
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25
1612
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1613
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1614
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1615
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63
1616
$5K ﹤0.01%
+140
1617
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28
1618
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1619
$4K ﹤0.01%
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1620
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1621
$4K ﹤0.01%
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1622
$4K ﹤0.01%
89
1623
$4K ﹤0.01%
172
-51
1624
$4K ﹤0.01%
147
1625
$4K ﹤0.01%
142