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
1726
$5K ﹤0.01%
39
1727
$5K ﹤0.01%
1,020
+415
1728
$5K ﹤0.01%
156
1729
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150
1730
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61
1731
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181
1732
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42
1733
$5K ﹤0.01%
3,182
+2,408
1734
$5K ﹤0.01%
78
1735
$5K ﹤0.01%
234
-100
1736
$5K ﹤0.01%
+142
1737
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61
1738
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234
-442
1739
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59
1740
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225
1741
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36
1742
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91
1743
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1744
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172
1745
$5K ﹤0.01%
102
1746
$5K ﹤0.01%
158
1747
$5K ﹤0.01%
213
1748
$5K ﹤0.01%
40
1749
$5K ﹤0.01%
+280
1750
$5K ﹤0.01%
195