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
$611M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,219
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$3.28M
3 +$1.52M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1 +$968K
2 +$946K
3 +$532K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$421K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$420K

Sector Composition

1 Technology 7.57%
2 Financials 6.53%
3 Communication Services 5.67%
4 Healthcare 4.67%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$1K ﹤0.01%
71
-3
1977
$1K ﹤0.01%
32
1978
$1K ﹤0.01%
17
1979
$1K ﹤0.01%
31
1980
$1K ﹤0.01%
15
1981
$1K ﹤0.01%
45
1982
$1K ﹤0.01%
26
1983
$1K ﹤0.01%
30
1984
$1K ﹤0.01%
108
1985
$1K ﹤0.01%
21
1986
$1K ﹤0.01%
21
1987
$1K ﹤0.01%
27
1988
$1K ﹤0.01%
21
1989
$1K ﹤0.01%
6
1990
$1K ﹤0.01%
156
1991
$1K ﹤0.01%
29
1992
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15
1993
$1K ﹤0.01%
3
1994
$1K ﹤0.01%
83
1995
$1K ﹤0.01%
39
1996
$1K ﹤0.01%
32
1997
$1K ﹤0.01%
62
+1
1998
$1K ﹤0.01%
15
1999
$1K ﹤0.01%
20
2000
$1K ﹤0.01%
211