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
$1.61B
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$9.31M
3 +$8.45M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.78M
5
OKTA icon
Okta
OKTA
+$5.25M

Top Sells

1 +$26.7M
2 +$11M
3 +$10M
4
AAPL icon
Apple
AAPL
+$4.05M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.55M

Sector Composition

1 Technology 13.6%
2 Financials 7.55%
3 Healthcare 6.17%
4 Consumer Discretionary 5.28%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$6K ﹤0.01%
279
-188
1952
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1953
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1954
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1955
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1956
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1957
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1958
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1959
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1960
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1961
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1962
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1963
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1964
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1965
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1966
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48
1967
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576
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1968
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1,081
-428
1969
$5K ﹤0.01%
81
1970
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+570
1971
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204
1972
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205
1973
$5K ﹤0.01%
54
1974
$5K ﹤0.01%
238
1975
$5K ﹤0.01%
39
+18