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
$2.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,404
New
Increased
Reduced
Closed

Top Sells

1 +$15.6M
2 +$14.2M
3 +$9.84M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.11M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.32M

Sector Composition

1 Technology 15.94%
2 Financials 8.06%
3 Healthcare 5.9%
4 Consumer Discretionary 5.38%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$12K ﹤0.01%
265
+34
1977
$12K ﹤0.01%
1,262
+64
1978
$12K ﹤0.01%
83
-86
1979
$12K ﹤0.01%
+3,033
1980
$12K ﹤0.01%
301
+41
1981
$12K ﹤0.01%
104
-57
1982
$12K ﹤0.01%
302
+284
1983
$12K ﹤0.01%
243
1984
$12K ﹤0.01%
+232
1985
$12K ﹤0.01%
284
+1
1986
$12K ﹤0.01%
474
+26
1987
$12K ﹤0.01%
283
1988
$12K ﹤0.01%
142
+124
1989
$12K ﹤0.01%
422
1990
$12K ﹤0.01%
830
+230
1991
$12K ﹤0.01%
159
+68
1992
$12K ﹤0.01%
5,653
+313
1993
$12K ﹤0.01%
276
+273
1994
$11K ﹤0.01%
439
+24
1995
$11K ﹤0.01%
+293
1996
$11K ﹤0.01%
262
+59
1997
$11K ﹤0.01%
17
+8
1998
$11K ﹤0.01%
727
+12
1999
$11K ﹤0.01%
460
2000
$11K ﹤0.01%
523
+479