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
1826
$7K ﹤0.01%
+1,000
1827
$7K ﹤0.01%
+1,424
1828
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97
1829
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+589
1830
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88
+31
1831
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+1,118
1832
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1833
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128
+105
1834
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1835
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1,020
1836
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155
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1837
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331
-107
1838
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1839
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1840
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+50
1841
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1842
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1843
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432
+412
1844
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1845
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1846
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+744
1847
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133
1848
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1849
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254
1850
$6K ﹤0.01%
385
-330