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
1951
$4K ﹤0.01%
30
1952
$4K ﹤0.01%
+57
1953
$4K ﹤0.01%
98
+15
1954
$4K ﹤0.01%
135
1955
$4K ﹤0.01%
329
-118
1956
$4K ﹤0.01%
106
1957
$4K ﹤0.01%
+61
1958
$4K ﹤0.01%
100
1959
$4K ﹤0.01%
200
1960
$4K ﹤0.01%
164
1961
$4K ﹤0.01%
145
-320
1962
$4K ﹤0.01%
50
1963
$4K ﹤0.01%
119
-316
1964
$4K ﹤0.01%
200
1965
$4K ﹤0.01%
+72
1966
$4K ﹤0.01%
+705
1967
$4K ﹤0.01%
500
1968
$4K ﹤0.01%
127
+22
1969
$4K ﹤0.01%
207
1970
$4K ﹤0.01%
179
1971
$4K ﹤0.01%
135
1972
$4K ﹤0.01%
405
1973
$4K ﹤0.01%
1,250
1974
$4K ﹤0.01%
205
-73
1975
$4K ﹤0.01%
20
77 78
79
80 81