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 Short 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
1776
$9K ﹤0.01%
+401
1777
$9K ﹤0.01%
1,381
+1,282
1778
$9K ﹤0.01%
383
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130
-11
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720
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$8K ﹤0.01%
2,160
+809
1782
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365
1783
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121
+49
1784
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33
1785
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381
+5
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551
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146
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1789
$8K ﹤0.01%
1,118
1790
$8K ﹤0.01%
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251
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1794
$8K ﹤0.01%
1,600
1795
$8K ﹤0.01%
44
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1796
$8K ﹤0.01%
563
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1797
$8K ﹤0.01%
297
1798
$8K ﹤0.01%
156
1799
$8K ﹤0.01%
218
-20
1800
$8K ﹤0.01%
149