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
$1.53B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,871
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$19.9M
3 +$19.7M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$18.7M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$8.37M

Top Sells

1 +$31.5M
2 +$11.3M
3 +$9.82M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.85M
5
MSFT icon
Microsoft
MSFT
+$4.97M

Sector Composition

1 Technology 14.34%
2 Financials 9.11%
3 Healthcare 5.87%
4 Consumer Discretionary 4.83%
5 Communication Services 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$9K ﹤0.01%
310
+72
1752
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184
1753
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44
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2,224
1757
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579
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1,814
-222
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564
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1762
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1,253
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1772
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383
1773
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642
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1774
$9K ﹤0.01%
260
+19
1775
$9K ﹤0.01%
819