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
1826
$7K ﹤0.01%
816
-1,453
1827
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715
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1828
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1,509
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1830
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1831
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1832
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1833
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1834
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1835
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1836
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795
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2,949
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1839
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691
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1840
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1841
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1842
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1843
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1845
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38
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1846
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1847
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156
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1848
$7K ﹤0.01%
497
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1849
$7K ﹤0.01%
113
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1850
$7K ﹤0.01%
400