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
1976
$4K ﹤0.01%
1,905
+1,458
1977
$4K ﹤0.01%
239
1978
$4K ﹤0.01%
+78
1979
$4K ﹤0.01%
76
1980
$4K ﹤0.01%
108
1981
$4K ﹤0.01%
47
1982
$4K ﹤0.01%
40
1983
$4K ﹤0.01%
234
1984
$4K ﹤0.01%
36
1985
$4K ﹤0.01%
80
1986
$4K ﹤0.01%
270
1987
$4K ﹤0.01%
117
+71
1988
$4K ﹤0.01%
225
1989
$4K ﹤0.01%
71
-85
1990
$4K ﹤0.01%
93
1991
$4K ﹤0.01%
180
1992
$4K ﹤0.01%
+93
1993
$4K ﹤0.01%
194
-495
1994
$4K ﹤0.01%
58
1995
$4K ﹤0.01%
+192
1996
$4K ﹤0.01%
586
1997
$4K ﹤0.01%
161
1998
$4K ﹤0.01%
59
+5
1999
$4K ﹤0.01%
145
2000
$4K ﹤0.01%
250
78 79
80
81 82