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
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$16.6M
3 +$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.22M
5
VTV icon
Vanguard Value ETF
VTV
+$6.18M

Top Sells

1 +$2.91M
2 +$2.54M
3 +$2.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.4M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$7K ﹤0.01%
73
1802
$7K ﹤0.01%
134
+57
1803
$7K ﹤0.01%
+53
1804
$7K ﹤0.01%
1,499
1805
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1,441
1806
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75
1807
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130
+123
1808
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340
1809
$7K ﹤0.01%
1,025
1810
$7K ﹤0.01%
+108
1811
$7K ﹤0.01%
85
1812
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+462
1813
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113
1814
$7K ﹤0.01%
+239
1815
$7K ﹤0.01%
246
-71
1816
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118
1817
$7K ﹤0.01%
1,500
+781
1818
$7K ﹤0.01%
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1819
$7K ﹤0.01%
769
+335
1820
$7K ﹤0.01%
90
-55
1821
$7K ﹤0.01%
150
1822
$7K ﹤0.01%
468
1823
$7K ﹤0.01%
343
+13
1824
$7K ﹤0.01%
+176
1825
$7K ﹤0.01%
424